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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.1M	Buy	787,752 +15,597	+2%	+$377K	2.44%	12
2026 Q1	$18.7M	Buy	772,155 +9,337	+1%	+$227K	2.6%	13
2025 Q4	$18.5M	Buy	762,818 +47,064	+7%	+$1.14M	2.62%	14
2025 Q3	$17.4M	Buy	715,754 +30,186	+4%	+$732K	2.68%	13
2025 Q2	$16.6M	Buy	685,568 +13,074	+2%	+$315K	2.71%	15
2025 Q1	$16.3M	Buy	672,494 +14,007	+2%	+$337K	2.81%	15
2024 Q4	$15.8M	Buy	658,487 +647,072	+5,669%	+$15.6M	2.77%	14
2024 Q3	$278K	Buy	+11,415	New	+$275K	0.05%	138

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Summit Asset Management's IBDS Position: Q2 2026 in Review

Summit Asset Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 2% in Q2 2026, buying an estimated $377K and bringing the position to 787,752 shares worth $19.1M. The position accounts for 2.44% of the portfolio, ranked #12.

Summit Asset Management first reported a position in IBDS in Q3 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Summit Asset Management held 787,752 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $19.1M as of Q2 2026.
Summit Asset Management bought 15,597 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $377K.
iShares iBonds Dec 2027 Term Corporate ETF made up 2.44% of Summit Asset Management's portfolio in Q2 2026, its #12 holding.
Summit Asset Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.