Ishares Tr ibonds dec shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds dec
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Quarterly reported holdings in Ishares Tr ibonds dec by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $230k | 8.8k | 26.10 |
| 2024-06-30 | $229k | 8.8k | 26.05 |
| 2024-03-31 | $229k | 8.8k | 25.95 |
| 2023-12-31 | $228k | 8.8k | 25.93 |