Summit Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Summit Financial’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$496K	Buy	+20,472	New	+$497K	0.01%	1001
2025 Q4	–	Hold	0	–	–	–	889
2025 Q3	–	Hold	0	–	–	–	134

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Summit Financial's IBDS Position: Q1 2026 in Review

Summit Financial opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2026: 20,472 shares worth $496K. The stake represents 0.01% of the portfolio and ranks #1001 among its holdings.

428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Summit Financial held 20,472 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $496K as of Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Summit Financial position in Q1 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1001 holding.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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