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Ishares Ibonds Dec 2024 Term T shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T 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 Ibonds Dec 2024 Term T by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 52k 23.98
2024-03-31 $2.3M 96k 23.94
2023-12-31 $2.3M 97k 23.86
2023-09-30 $2.1M 87k 23.84
2023-06-30 $1.5M 64k 23.80
2023-03-31 $1.3M 56k 24.01
2022-12-31 $555k 23k 23.85

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 Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
Hm Payson & Co
Morgan Stanley
UBS Group
Wells Fargo & Company
LPL Financial
Hills Bank And Trust Company
Renaissance Technologies
Goss Wealth Management
InterOcean Capital Group
First Western Trust Bank
CliftonLarsonAllen Wealth Advisors
Capital Investment Advisors
Equitable Holdings

View all funds holding Ishares Ibonds Dec 2024 Term T