Summit Financial Strategies’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

Summit Financial Strategies’s Portfolio IBID Stock Details IBID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$200K	Buy	+7,740	New	+$199K	0.01%	156

Other funds holding IBID

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies's IBID Position: Q3 2026 in Review

Summit Financial Strategies opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q3 2026: 7,740 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #156 among its holdings.

3 funds tracked by Wall St. Rank hold IBID as of Q3 2026.

Summit Financial Strategies held 7,740 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $200K as of Q3 2026.
iShares iBonds Oct 2027 Term TIPS ETF was a new Summit Financial Strategies position in Q3 2026.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #156 holding.
3 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.