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

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

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 40,888 shares of IBHF stock, worth $950,237. This represents 0.19% of its overall portfolio holdings.

Number of Shares

40,888

Previous 41,056 0.41%

Holding current value

$950,237

Previous $961 Million 1.52%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

109

Shares Held

15.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS 2026 TERM HI

Ticker IBHF
Sector ETFs
Industry ETFs

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