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Ishares Ibonds Dec 2027 Term T shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $662k 29k 22.64
2024-06-30 $642k 29k 22.08
2024-03-31 $214k 9.7k 22.16
2023-12-31 $216k 9.7k 22.39

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
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 Etf (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 Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit Wealth Partners

Top funds holding Ishares Ibonds Dec 2027 Term T

Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Envestnet Asset Management
Integrated Wealth Concepts
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Hm Payson & Co
Vista Private Wealth Partners
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T