Summit Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
63,898
+4,424
| +7% | +$101K | 0.28% | 65 |
|
|
2025
Q1 | $1.36M | Buy |
59,474
+31
| +0.1% | +$711 | 0.28% | 64 |
|
|
2024
Q4 | $1.36M | Buy |
59,443
+15,455
| +35% | +$353K | 0.28% | 65 |
|
|
2024
Q3 | $1.01M | Buy |
43,988
+48
| +0.1% | +$1.11K | 0.2% | 87 |
|
|
2024
Q2 | $995K | Buy |
43,940
+10,060
| +30% | +$228K | 0.21% | 84 |
|
|
2024
Q1 | $769K | Sell |
33,880
-1,291
| -4% | -$29.3K | 0.16% | 95 |
|
|
2023
Q4 | $804K | Buy |
35,171
+3,362
| +11% | +$76.8K | 0.19% | 83 |
|
|
2023
Q3 | $715K | Buy |
31,809
+7,694
| +32% | +$173K | 0.18% | 82 |
|
|
2023
Q2 | $546K | Buy |
24,115
+4,341
| +22% | +$98.3K | 0.14% | 101 |
|
|
2023
Q1 | $456K | Buy |
19,774
+3,705
| +23% | +$85.5K | 0.12% | 112 |
|
|
2022
Q4 | $365K | Buy |
+16,069
| New | +$365K | 0.1% | 131 |
|