Summit Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summit Financial’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.5M	Buy	1,229,949 +116,244	+10%	+$2.69M	0.31%	60
2026 Q1	$25.9M	Buy	1,113,705 +45,142	+4%	+$1.06M	0.33%	60
2025 Q4	$25M	Buy	1,068,563 +57,708	+6%	+$1.35M	0.37%	50
2025 Q3	$23.7M	Buy	+1,010,855	New	+$23.6M	0.36%	48

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

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

CIA

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

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

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

HPC

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

Summit Financial's IBDU Position: Q2 2026 in Review

Summit Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q2 2026, buying an estimated $2.69M and bringing the position to 1,229,949 shares worth $28.5M. The position accounts for 0.31% of the portfolio, ranked #60.

Summit Financial first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Summit Financial held 1,229,949 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $28.5M as of Q2 2026.
Summit Financial bought 116,244 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.69M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.31% of Summit Financial's portfolio in Q2 2026, its #60 holding.
Summit Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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