Summit Wealth Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $947K | Sell |
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|
2024
Q3 | $961K | Hold |
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|
2024
Q2 | $941K | Sell |
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|
2024
Q1 | $977K | Sell |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $966K | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $839K | Buy |
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