Ishares Tr ibonds etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds etf
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr ibonds etf held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr ibonds etf by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $424k | 18k | 23.96 |
| 2024-09-30 | $438k | 18k | 24.37 |
| 2024-06-30 | $426k | 18k | 23.73 |
| 2024-03-31 | $407k | 17k | 23.80 |
| 2023-12-31 | $439k | 18k | 23.93 |
| 2023-09-30 | $360k | 16k | 23.14 |
| 2023-06-30 | $315k | 13k | 23.48 |
| 2023-03-31 | $300k | 13k | 23.82 |
| 2022-12-31 | $226k | 9.7k | 23.37 |