Summit Wealth Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$223K	Hold
2024 Q4	$222K	Hold
2024 Q3	$225K	Buy
2024 Q2	–	Sell
2024 Q1	$202K	Hold
2023 Q4	$202K	Buy