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Summit Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Summit Asset Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.6M Buy
685,568
+13,074
+2% +$317K 2.71% 15
2025
Q1 		$16.3M Buy
672,494
+14,007
+2% +$339K 2.81% 15
2024
Q4 		$15.8M Buy
658,487
+647,072
+5,669% +$15.5M 2.77% 14
2024
Q3 		$278K Buy
+11,415
New +$278K 0.05% 138