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Ishares Tr ibonds 24 trm hg shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibonds 24 trm hg (IBHD) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds 24 trm hg

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024250k300k350k400k10k12k14k16k18k
Value ($)Share countHistorical IBHD position of Summit Wealth Partners Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds 24 trm hg 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 24 trm hg by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $244k 11k 23.24
2024-03-31 $338k 15k 23.32
2023-12-31 $434k 19k 23.21
2023-09-30 $383k 17k 23.20
2023-06-30 $370k 16k 23.08
2023-03-31 $299k 13k 23.13
2022-12-31 $278k 12k 22.71