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Summit Wealth Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Summit Wealth Partners’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$319K Buy
14,275
+4,504
+46% +$101K 0.06% 175
2025
Q1 		$217K Buy
+9,771
New +$217K 0.04% 197