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Summit Financial’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Summit Financial’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Buy
548,869
+20,518
+4% +$522K 0.18% 108
2025
Q4 		$13.4M Sell
528,351
-251,445
-32% -$6.41M 0.2% 101
2025
Q3 		$19.9M Buy
+779,796
New +$19.8M 0.3% 62

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's IBDT Position: Q1 2026 in Review

Summit Financial increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.9% in Q1 2026, buying an estimated $522K and bringing the position to 548,869 shares worth $13.9M. The position accounts for 0.18% of the portfolio, ranked #108.

Summit Financial first reported a position in IBDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.9M in Q3 2025. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Summit Financial held 548,869 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $13.9M as of Q1 2026.
  • Summit Financial bought 20,518 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $522K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.18% of Summit Financial's portfolio in Q1 2026, its #108 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $19.9M in Q3 2025.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

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