Summit Wealth Partners’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,509	Closed	-$244K	–	247
2024 Q2	$244K	Sell	10,509 -3,987	-28%	-$92.6K	0.05%	199
2024 Q1	$338K	Sell	14,496 -4,200	-22%	-$97.7K	0.07%	163
2023 Q4	$434K	Buy	18,696 +2,200	+13%	+$50.9K	0.1%	129
2023 Q3	$383K	Buy	16,496 +454	+3%	+$10.5K	0.1%	124
2023 Q2	$370K	Buy	16,042 +3,136	+24%	+$72K	0.09%	131
2023 Q1	$299K	Buy	12,906 +651	+5%	+$15K	0.08%	146
2022 Q4	$278K	Buy	+12,255	New	+$278K	0.07%	150

Other funds holding IBHD

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Wealth Partners's IBHD Position: Q3 2024 in Review

Summit Wealth Partners sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q3 2024, closing a stake of 10,509 shares — an estimated $244K sold.

Summit Wealth Partners first reported a position in IBHD in Q4 2022 and held it in 7 quarters. The position peaked at $434K in Q4 2023. 107 funds tracked by Wall St. Rank hold IBHD as of Q3 2024.

Summit Wealth Partners reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
Summit Wealth Partners sold 10,509 iShares iBonds 2024 Term High Yield and Income ETF shares in Q3 2024, an estimated $244K.
Summit Wealth Partners first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 7 quarters.
Summit Wealth Partners's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $434K in Q4 2023.
107 funds tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q3 2024.

Based on Summit Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.