Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 26,517 shares of IBDW stock, worth $559,243. This represents 0.1% of its overall portfolio holdings.

Number of Shares
26,517
Previous 26,517 -0.0%
Holding current value
$559,243
Previous $558 Million 0.86%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$20.23 - $21.04 $62,814 - $65,329
-3,105 Reduced 10.48%
26,517 $558 Million
Q2 2024

Sep 11, 2024
BUY
$19.84 - $20.44 $9,106 - $9,381
459 Added 1.57%
29,622 $601 Million
Q4 2023

Sep 11, 2024
BUY
$18.79 - $20.85 $354,717 - $393,606
18,878 Added 183.55%
29,163 $606 Million
Q3 2023

Sep 11, 2024
BUY
$19.34 - $20.36 $198,911 - $209,402
10,285 New
10,285 $199 Million

Others Institutions Holding IBDW

# of Institutions
252
Shares Held
77M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email