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 Q2	–	Sell	-20,472	Closed	-$495K	–	1260
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 $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Summit Financial's IBDS Position: Q2 2026 in Review

Summit Financial sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 20,472 shares — an estimated $495K sold.

Summit Financial first reported a position in IBDS in Q1 2026 and held it in 1 quarter. The position peaked at $496K in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Summit Financial reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Summit Financial sold 20,472 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $495K.
Summit Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
Summit Financial's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $496K in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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