Summit Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$326K	Buy	+15,422	New	+$332K	0.04%	147

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Summit Asset Management's IBDV Position: Q3 2026 in Review

Summit Asset Management opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2026: 15,422 shares worth $326K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

226 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Summit Asset Management held 15,422 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $326K as of Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF was a new Summit Asset Management position in Q3 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.04% of Summit Asset Management's portfolio in Q3 2026, its #147 holding.
226 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.