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Summit Wealth Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Summit Wealth Partners’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Hold
8,918
– – 0.04% 200
2025
Q1 		$228K Hold
8,918
– – 0.05% 194
2024
Q4 		$227K Buy
+8,918
New +$227K 0.05% 187