Ishares Tr ibnd dec25 etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr ibnd dec25 etf
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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $834k | 34k | 24.86 |
| 2024-03-31 | $754k | 30k | 24.81 |
| 2023-12-31 | $752k | 30k | 24.76 |
| 2023-09-30 | $637k | 26k | 24.37 |
| 2023-06-30 | $509k | 21k | 24.38 |
| 2023-03-31 | $422k | 17k | 24.53 |
| 2022-12-31 | $208k | 8.6k | 24.32 |