Summit Wealth Partners, LLC Ishares Tr Ibonds 2026 Term Hi Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 36,679 shares of IBHF stock, worth $847,284. This represents 0.17% of its overall portfolio holdings.

Number of Shares
36,679
Previous 40,888 10.29%
Holding current value
$847,284
Previous $947 Million 10.02%
% of portfolio
0.17%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$23.13 - $23.41 $97,354 - $98,532
-4,209 Reduced 10.29%
36,679 $852 Million
Q4 2024

Jan 27, 2025
SELL
$23.03 - $23.33 $3,869 - $3,919
-168 Reduced 0.41%
40,888 $947 Million
Q2 2024

Sep 11, 2024
SELL
$22.68 - $22.96 $29,710 - $30,077
-1,310 Reduced 3.09%
41,056 $941 Million
Q1 2024

Sep 11, 2024
SELL
$22.8 - $23.08 $10,009 - $10,132
-439 Reduced 1.03%
42,366 $977 Million
Q4 2023

Sep 11, 2024
BUY
$22.13 - $23.05 $89,958 - $93,698
4,065 Added 10.49%
42,805 $981 Million
Q3 2023

Sep 11, 2024
SELL
$22.42 - $22.82 $83,110 - $84,593
-3,707 Reduced 8.73%
38,740 $873 Million
Q2 2023

Sep 11, 2024
BUY
$22.35 - $22.8 $79,454 - $81,054
3,555 Added 9.14%
42,447 $966 Million
Q1 2023

Sep 11, 2024
BUY
$22.21 - $23.09 $30,072 - $31,263
1,354 Added 3.61%
38,892 $887 Million
Q4 2022

Sep 11, 2024
BUY
$21.73 - $22.84 $815,700 - $857,367
37,538 New
37,538 $839 Million

Others Institutions Holding IBHF

# of Institutions
137
Shares Held
22.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2026 TERM HI

IBHF Quotes by TradingView
  • Ticker IBHF
  • Sector ETFs
  • Industry ETFs
More about IBHF
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