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Ishares Tr ibonds dec2026 shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $698k 29k 24.23

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Usa Mmentm (MTUM)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding Ishares Tr ibonds dec2026

Hm Payson & Co
Mercer Global Advisors
LPL Financial
Lido Advisors
Raymond James Financial
Sound View Wealth Advisors Group
Sarver Vrooman Wealth Advisors
Royal Bank of Canada
Captrust Financial Advisors
Ameriprise Financial
Gratus Wealth Advisors
Commonwealth Equity Services
HighTower Advisors
Pamela Horwath
RVW Wealth

View all funds holding Ishares Tr ibonds dec2026