Summit Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Summit Asset Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19M	Buy	753,549 +13,887	+2%	+$351K	2.44%	14
2026 Q1	$18.7M	Buy	739,662 +10,997	+2%	+$280K	2.61%	12
2025 Q4	$18.5M	Buy	728,665 +719,036	+7,467%	+$18.3M	2.62%	13
2025 Q3	$246K	Buy	+9,629	New	+$245K	0.04%	153

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Summit Asset Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.9% in Q2 2026, buying an estimated $351K and bringing the position to 753,549 shares worth $19M. The position accounts for 2.44% of the portfolio, ranked #14.

Summit Asset Management first reported a position in IBDT in Q3 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Summit Asset Management held 753,549 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $19M as of Q2 2026.
Summit Asset Management bought 13,887 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $351K.
iShares iBonds Dec 2028 Term Corporate ETF made up 2.44% of Summit Asset Management's portfolio in Q2 2026, its #14 holding.
Summit Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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