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

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 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 27,599 shares of IBDR stock, worth $655,476. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,599
Previous 31,999 13.75%
Holding current value
$655,476
Previous $778 Million 14.0%
% of portfolio
0.12%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
N/A
-4,400 Reduced 13.75%
27,599 $669 Million
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
109M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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