SWP
IBTL icon

Summit Wealth Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Summit Wealth Partners’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$419K Hold
20,416
– – 0.08% 147
2025
Q1 		$415K Buy
+20,416
New +$415K 0.08% 140