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 20,416 shares of IBTL stock, worth $411,790. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,416
Holding current value
$411,790
% of portfolio
0.08%

Shares

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

May 06, 2025

BUY
$19.55 - $20.33 $399,132 - $415,057
20,416 New
20,416 $415 Million

Others Institutions Holding IBTL

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
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.