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Ishares Tr ibonds dec 26 shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Tr ibonds dec 26

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 26 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 26 by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 8.9k 25.66
2025-06-30 $229k 8.9k 25.62
2025-03-31 $228k 8.9k 25.56
2024-12-31 $227k 8.9k 25.46

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
Brown & Brown (BRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Summit Wealth Partners

Top funds holding Ishares Tr ibonds dec 26

Mercer Global Advisors
Us Bancorp
Morgan Stanley
Goss Wealth Management
Hartland & Co
Kathmere Capital Management
LBMC Investment Advisors
UBS Group
Wells Fargo & Company
LPL Financial
Integrated Wealth Concepts
Hills Bank And Trust Company
Lido Advisors
HighTower Advisors
Covington Investment Advisors

View all funds holding Ishares Tr ibonds dec 26