SWP
IBMM

Summit Wealth Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Summit Wealth Partners’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,807
Closed -$230K – 243
2024
Q3 		$230K Hold
8,807
– – 0.04% 215
2024
Q2 		$229K Hold
8,807
– – 0.05% 209
2024
Q1 		$229K Hold
8,807
– – 0.05% 207
2023
Q4 		$228K Buy
+8,807
New +$228K 0.05% 195