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Ishares Tr ibonds dec 29 shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 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 dec 29 by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $366k 16k 22.67
2024-03-31 $328k 14k 22.82
2023-12-31 $331k 14k 23.07

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 dec 29

Ameriprise Financial
Capital Advisors
Bank of America Corporation
Morgan Stanley
Aptus Capital Advisors
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
HighTower Advisors
Klingman & Associates
Venture Visionary Partners
Raymond James Financial Services Advisors
UBS Group
Wells Fargo & Company
LPL Financial

View all funds holding Ishares Tr ibonds dec 29