SWP
IBML

Summit Wealth Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Summit Wealth Partners’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,642
Closed -$523K – 194
2022
Q4 		$523K Buy
+20,642
New +$523K 0.14% 104