Summit Financial’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Summit Financial’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$461K	Buy	+19,023	New	+$461K	0.01%	1029
2025 Q4	–	Hold	0	–	–	–	914
2025 Q3	–	Hold	0	–	–	–	151

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Summit Financial's IBDR Position: Q1 2026 in Review

Summit Financial opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026: 19,023 shares worth $461K. The stake represents 0.01% of the portfolio and ranks #1029 among its holdings.

439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Summit Financial held 19,023 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $461K as of Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF was a new Summit Financial position in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1029 holding.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.