Summit Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
33,695
+4,470
| +15% | +$101K | 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% | +$3.31K | 0.13% | 117 |
|
|
2024
Q2 | $642K | Buy |
29,079
+19,423
| +201% | +$429K | 0.13% | 111 |
|
|
2024
Q1 | $214K | Hold |
9,656
| – | – | 0.05% | 213 |
|
|
2023
Q4 | $216K | Buy |
+9,656
| New | +$216K | 0.05% | 201 |
|