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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Summit Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Ameriprise Financial
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Capital Advisors
Envestnet Asset Management
LPL Financial
Stifel Financial
Hm Payson & Co
Shufro Rose & Co
Raymond James Financial Services Advisors
Royal Bank of Canada
Gratus Wealth Advisors

View all funds holding Ishares Tr ibonds dec2026