Ishares Tr ibonds 25 trm hg shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr ibonds 25 trm hg (IBHE) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds 25 trm hg
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Quarterly reported holdings in Ishares Tr ibonds 25 trm hg by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $556k | 24k | 23.30 |
| 2024-06-30 | $554k | 24k | 23.28 |
| 2024-03-31 | $590k | 25k | 23.38 |
| 2023-12-31 | $582k | 25k | 23.10 |
| 2023-09-30 | $486k | 21k | 22.93 |
| 2023-06-30 | $476k | 21k | 23.00 |
| 2023-03-31 | $402k | 18k | 22.91 |
| 2022-12-31 | $316k | 14k | 22.51 |