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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 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 29,265 shares of IBHF stock, worth $678,362. This represents 0.12% of its overall portfolio holdings.

Number of Shares
29,265
Previous 29,265 -0.0%
Holding current value
$678,362
Previous $680 Million 0.69%
% of portfolio
0.12%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$22.57 - $23.23 $167,333 - $172,227
-7,414 Reduced 20.21%
29,265 $680 Million
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
167
Shares Held
27.8M
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
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