SWP
IBTD

Summit Wealth Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Summit Wealth Partners’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,794
Closed -$318K – 218
2023
Q3 		$318K Sell
12,794
-26,612
-68% -$661K 0.08% 135
2023
Q2 		$978K Sell
39,406
-1,214
-3% -$30.1K 0.25% 64
2023
Q1 		$1.01M Buy
40,620
+18,502
+84% +$459K 0.26% 64
2022
Q4 		$546K Buy
+22,118
New +$546K 0.14% 99