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Summit Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Summit Wealth Partners’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Sell
45,924
-14
-0% -$315 0.16% 99
2025
Q4 		$1.03M Buy
45,938
+12,243
+36% +$275K 0.19% 78
2025
Q3 		$759K Hold
33,695
– – 0.14% 103
2025
Q2 		$758K Buy
33,695
+4,470
+15% +$100K 0.14% 97
2025
Q1 		$655K Hold
29,225
– – 0.13% 109
2024
Q4 		$649K Hold
29,225
– – 0.13% 108
2024
Q3 		$662K Buy
29,225
+146
+0.5% +$3.27K 0.13% 117
2024
Q2 		$642K Buy
29,079
+19,423
+201% +$427K 0.13% 111
2024
Q1 		$214K Hold
9,656
– – 0.05% 213
2023
Q4 		$216K Buy
+9,656
New +$212K 0.05% 201

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return