Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 31,999 shares of IBDR stock, worth $759,976. This represents 0.14% of its overall portfolio holdings.

Number of Shares

31,999

Previous 31,999 -0.0%

Holding current value

$759,976

Previous $776 Million 0.21%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	N/A	-4,572 Reduced 12.5%	31,999 $776 Million
Q1 2025 May 06, 2025	SELL	N/A	-1,498 Reduced 3.93%	36,571 $885 Million
Q4 2024 Jan 27, 2025	BUY	N/A	6,192 Added 19.42%	38,069 $916 Million
Q3 2024 Oct 28, 2024	BUY	$23.75 - $23.75 $21,066 - $21,066	887 Added 2.86%	31,877 $775 Million
Q2 2024 Sep 11, 2024	SELL	$23.65 - $23.82 $39,069 - $39,350	-1,652 Reduced 5.06%	30,990 $738 Million

Q4 2023 Sep 11, 2024	BUY	$23.15 - $23.9 $225,666 - $232,977	9,748 Added 42.58%	32,642 $780 Million
Q3 2023 Sep 11, 2024	BUY	$23.28 - $23.6 $119,659 - $121,304	5,140 Added 28.95%	22,894 $534 Million
Q2 2023 Sep 11, 2024	BUY	$23.42 - $23.83 $93,867 - $95,510	4,008 Added 29.16%	17,754 $417 Million
Q1 2023 Sep 11, 2024	BUY	$23.14 - $23.86 $318,082 - $327,979	13,746 New	13,746 $326 Million

Others Institutions Holding IBDR

# of Institutions

464

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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Summit Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History