Ishares Tr ibds dec28 etf shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr ibds dec28 etf
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Quarterly reported holdings in Ishares Tr ibds dec28 etf by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $692k | 27k | 25.53 |
| 2024-06-30 | $670k | 27k | 24.77 |
| 2024-03-31 | $672k | 27k | 24.90 |
| 2023-12-31 | $676k | 27k | 25.09 |
| 2023-09-30 | $518k | 22k | 24.03 |
| 2023-06-30 | $396k | 16k | 24.50 |
| 2023-03-31 | $382k | 15k | 24.94 |
| 2022-12-31 | $333k | 14k | 24.29 |