Summit Wealth Partners, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 2033312
Orlando, FL
All Filings in IBDW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $555,000 | 26,517 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 IBDW | $560,834 | 26,517 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 IBDW | $562,690 | 26,517 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 IBDW | $557,917 | 26,517 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 IBDW | $614,656 | 29,622 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 IBDW | $602,807 | 29,622 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 IBDW | $628,578 | 29,622 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 IBDW | $601,030 | 29,622 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 IBDW | $597,549 | 29,163 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 IBDW | $605,715 | 29,163 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 IBDW | $199,374 | 10,285 | Shares | Sole | 2024-09-11 | |
| No filing history on record for this holder in this stock. | ||||||