Summit Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
26,517
-3,105
| -10% | -$65.3K | 0.11% | 124 |
|
|
2025
Q1 | $615K | Hold |
29,622
| – | – | 0.12% | 114 |
|
|
2024
Q4 | $603K | Hold |
29,622
| – | – | 0.12% | 115 |
|
|
2024
Q3 | $629K | Hold |
29,622
| – | – | 0.12% | 122 |
|
|
2024
Q2 | $601K | Buy |
29,622
+459
| +2% | +$9.31K | 0.12% | 117 |
|
|
2024
Q1 | $598K | Hold |
29,163
| – | – | 0.13% | 113 |
|
|
2023
Q4 | $606K | Buy |
29,163
+18,878
| +184% | +$392K | 0.14% | 104 |
|
|
2023
Q3 | $199K | Buy |
+10,285
| New | +$199K | 0.05% | 180 |
|