SWP
IBTF

Summit Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Summit Wealth Partners’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36,869
Closed -$861K – 212
2025
Q3 		$861K Sell
36,869
-5,532
-13% -$129K 0.16% 91
2025
Q2 		$990K Sell
42,401
-3,289
-7% -$76.7K 0.19% 80
2025
Q1 		$1.07M Sell
45,690
-30,975
-40% -$723K 0.22% 78
2024
Q4 		$1.79M Sell
76,665
-1,894
-2% -$44.2K 0.37% 57
2024
Q3 		$1.84M Buy
78,559
+3,922
+5% +$91.4K 0.35% 59
2024
Q2 		$1.73M Buy
74,637
+10,447
+16% +$242K 0.36% 55
2024
Q1 		$1.49M Buy
64,190
+6
+0% +$139 0.32% 59
2023
Q4 		$1.49M Buy
64,184
+7,536
+13% +$174K 0.35% 54
2023
Q3 		$1.31M Buy
56,648
+10,302
+22% +$238K 0.33% 53
2023
Q2 		$1.07M Buy
46,346
+7,491
+19% +$175K 0.27% 58
2023
Q1 		$914K Buy
38,855
+9,812
+34% +$229K 0.23% 69
2022
Q4 		$676K Buy
+29,043
New +$676K 0.18% 82

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Summit Wealth Partners's IBTF Position: Q4 2025 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 36,869 shares — an estimated $861K sold.

Summit Wealth Partners first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $1.84M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 36,869 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $861K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.84M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.