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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$416K Hold
20,416
– – 0.07% 181
2025
Q4 		$419K Hold
20,416
– – 0.08% 139
2025
Q3 		$420K Hold
20,416
– – 0.08% 148
2025
Q2 		$419K Hold
20,416
– – 0.08% 147
2025
Q1 		$415K Buy
+20,416
New +$408K 0.08% 140

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NA
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