SWP
Summit Wealth Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Sell |
29,265
-7,414
| -20% | -$172K | 0.13% | 106 |
|
|
2025
Q1 | $852K | Sell |
36,679
-4,209
| -10% | -$97.7K | 0.17% | 90 |
|
|
2024
Q4 | $947K | Sell |
40,888
-168
| -0.4% | -$3.89K | 0.19% | 84 |
|
|
2024
Q3 | $961K | Hold |
41,056
| – | – | 0.19% | 91 |
|
|
2024
Q2 | $941K | Sell |
41,056
-1,310
| -3% | -$30K | 0.2% | 87 |
|
|
2024
Q1 | $977K | Sell |
42,366
-439
| -1% | -$10.1K | 0.21% | 82 |
|
|
2023
Q4 | $981K | Buy |
42,805
+4,065
| +10% | +$93.2K | 0.23% | 70 |
|
|
2023
Q3 | $873K | Sell |
38,740
-3,707
| -9% | -$83.5K | 0.22% | 69 |
|
|
2023
Q2 | $966K | Buy |
42,447
+3,555
| +9% | +$80.9K | 0.24% | 65 |
|
|
2023
Q1 | $887K | Buy |
38,892
+1,354
| +4% | +$30.9K | 0.23% | 72 |
|
|
2022
Q4 | $839K | Buy |
+37,538
| New | +$839K | 0.22% | 70 |
|