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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
2024-06-30 $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)
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 2027 Term T

GLOBALT Investments LLC / GA
Morgan Stanley
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Envestnet Asset Management
Commonwealth Equity Services
UBS Group
Vista Private Wealth Partners
Capital Investment Advisors
TMD Wealth Management

View all funds holding Ishares Ibonds Dec 2027 Term T