Summit Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,898 shares of IBDQ stock, worth $650,816. This represents 0.12% of its overall portfolio holdings.

Number of Shares
25,898
Previous 26,098 0.77%
Holding current value
$650,816
Previous $657 Million 0.73%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$25.09 - $25.19 $5,018 - $5,038
-200 Reduced 0.77%
25,898 $652 Million
Q2 2025

Aug 11, 2025
SELL
$25.04 - $25.18 $143,303 - $144,105
-5,723 Reduced 17.98%
26,098 $657 Million
Q1 2025

May 06, 2025
SELL
$25.05 - $25.16 $131,537 - $132,115
-5,251 Reduced 14.16%
31,821 $800 Million
Q4 2024

Jan 27, 2025
SELL
$25.0 - $25.11 $23,125 - $23,226
-925 Reduced 2.43%
37,072 $929 Million
Q3 2024

Oct 28, 2024
BUY
$24.78 - $25.11 $110,642 - $112,116
4,465 Added 13.32%
37,997 $954 Million
Q2 2024

Sep 11, 2024
BUY
$24.69 - $24.86 $77,773 - $78,309
3,150 Added 10.37%
33,532 $834 Million
Q4 2023

Sep 11, 2024
BUY
$24.29 - $24.76 $103,402 - $105,403
4,257 Added 16.29%
30,382 $752 Million
Q3 2023

Sep 11, 2024
BUY
$24.29 - $24.48 $127,231 - $128,226
5,238 Added 25.08%
26,125 $637 Million
Q2 2023

Sep 11, 2024
BUY
$24.34 - $24.65 $89,327 - $90,465
3,670 Added 21.32%
20,887 $509 Million
Q1 2023

Sep 11, 2024
BUY
$24.13 - $24.64 $208,989 - $213,407
8,661 Added 101.23%
17,217 $422 Million
Q4 2022

Sep 11, 2024
BUY
$23.87 - $24.49 $204,231 - $209,536
8,556 New
8,556 $208 Million

Others Institutions Holding IBDQ

# of Institutions
421
Shares Held
85.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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