Summit Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Summit Wealth Partners’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$563K	Hold
2025 Q2	$558K	Sell
2025 Q1	$615K	Hold
2024 Q4	$603K	Hold
2024 Q3	$629K	Hold
2024 Q2	$601K	Buy
2024 Q1	$598K	Hold
2023 Q4	$606K	Buy
2023 Q3	$199K	Buy