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Summit Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summit Asset Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
793,992
+15,762
+2% +$365K 2.36% 16
2026
Q1 		$18.1M Buy
778,230
+9,551
+1% +$223K 2.52% 15
2025
Q4 		$18M Buy
+768,679
New +$18M 2.55% 16

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

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

Summit Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2% in Q2 2026, buying an estimated $365K and bringing the position to 793,992 shares worth $18.4M. The position accounts for 2.36% of the portfolio, ranked #16.

Summit Asset Management first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Summit Asset Management held 793,992 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $18.4M as of Q2 2026.
  • Summit Asset Management bought 15,762 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $365K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.36% of Summit Asset Management's portfolio in Q2 2026, its #16 holding.
  • Summit Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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