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Ishares Ibonds Dec 2029 Term T shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $766k 34k 22.66
2025-06-30 $282k 12k 23.33

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Brown & Brown (BRO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding Ishares Ibonds Dec 2029 Term T

Wells Fargo & Company
Mercer Global Advisors
TRUE Private Wealth Advisors
Brookstone Capital Management
Raymond James Financial
Asset Advisors Investment Management
UBS Group
Hengehold Capital Management
Stifel Financial
Atwood & Palmer
Commonwealth Equity Services
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
CWM

View all funds holding Ishares Ibonds Dec 2029 Term T