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 Q2	–	Sell	-19,023	Closed	-$461K	–	1226
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 $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Summit Financial's IBDR Position: Q2 2026 in Review

Summit Financial sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 19,023 shares — an estimated $461K sold.

Summit Financial first reported a position in IBDR in Q1 2026 and held it in 1 quarter. The position peaked at $461K in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Summit Financial reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Summit Financial sold 19,023 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $461K.
Summit Financial first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
Summit Financial's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $461K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.