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
2025 Q3	$759K	Hold
2025 Q2	$758K	Buy
2025 Q1	$655K	Hold
2024 Q4	$649K	Hold
2024 Q3	$662K	Buy
2024 Q2	$642K	Buy
2024 Q1	$214K	Hold
2023 Q4	$216K	Buy