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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,794
Closed -$318K – 218
2023
Q3 		$318K Sell
12,794
-26,612
-68% -$659K 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% +$458K 0.26% 64
2022
Q4 		$546K Buy
+22,118
New +$547K 0.14% 99

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Summit Wealth Partners's IBTD Position: Q4 2023 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 12,794 shares — an estimated $318K sold.

Summit Wealth Partners first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.01M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 12,794 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $318K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.01M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Summit Wealth Partners's 13F filing for Q4 2023, filed 11 Sep 2024.