Summit Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Sell	60,859 -3,154	-5%	-$72.2K	0.22%	83
2025 Q4	$1.46M	Buy	64,013 +65	+0.1%	+$1.49K	0.27%	66
2025 Q3	$1.47M	Buy	63,948 +50	+0.1%	+$1.14K	0.26%	67
2025 Q2	$1.47M	Buy	63,898 +4,424	+7%	+$101K	0.28%	65
2025 Q1	$1.36M	Buy	59,474 +31	+0.1%	+$708	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%	+$1.1K	0.2%	87
2024 Q2	$995K	Buy	43,940 +10,060	+30%	+$227K	0.21%	84
2024 Q1	$769K	Sell	33,880 -1,291	-4%	-$29.4K	0.16%	95
2023 Q4	$804K	Buy	35,171 +3,362	+11%	+$75.9K	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%	+$99.7K	0.14%	101
2023 Q1	$456K	Buy	19,774 +3,705	+23%	+$84.8K	0.12%	112
2022 Q4	$365K	Buy	+16,069	New	+$365K	0.1%	131