Ishares Ibonds Dec 2026 Term T shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Ishares Ibonds Dec 2026 Term T
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Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 44k | 23.07 |
| 2024-06-30 | $995k | 44k | 22.65 |
| 2024-03-31 | $769k | 34k | 22.71 |
| 2023-12-31 | $804k | 35k | 22.86 |
| 2023-09-30 | $715k | 32k | 22.47 |
| 2023-06-30 | $546k | 24k | 22.65 |
| 2023-03-31 | $456k | 20k | 23.08 |
| 2022-12-31 | $365k | 16k | 22.71 |
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