Ishares Tr ibonds dec2026 shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds dec2026
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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $778k | 32k | 24.30 |
| 2025-06-30 | $776k | 32k | 24.25 |
| 2025-03-31 | $885k | 37k | 24.21 |
| 2024-12-31 | $916k | 38k | 24.07 |
| 2024-09-30 | $775k | 32k | 24.30 |
| 2024-06-30 | $738k | 31k | 23.82 |
| 2024-03-31 | $779k | 33k | 23.85 |
| 2023-12-31 | $780k | 33k | 23.90 |
| 2023-09-30 | $534k | 23k | 23.34 |
| 2023-06-30 | $417k | 18k | 23.47 |
| 2023-03-31 | $326k | 14k | 23.73 |