Summit Wealth Partners »

Ishares Ibonds Dec 2025 Term T shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2025 Term T (IBTF) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Ibonds Dec 2025 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2025 Term T held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2025 Term T by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 79k 23.42
2024-06-30 $1.7M 75k 23.22
2024-03-31 $1.5M 64k 23.23
2023-12-31 $1.5M 64k 23.28
2023-09-30 $1.3M 57k 23.08
2023-06-30 $1.1M 46k 23.13
2023-03-31 $914k 39k 23.53
2022-12-31 $676k 29k 23.28