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
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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 csv Download as ExcelQuarterly 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 |
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