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Summit Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Summit Financial’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40M Buy
1,584,574
+62,836
+4% +$1.6M 0.51% 31
2025
Q4 		$38.8M Buy
1,521,738
+80,153
+6% +$2.05M 0.57% 25
2025
Q3 		$36.9M Buy
+1,441,585
New +$36.6M 0.56% 26

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Summit Financial's IBDX Position: Q1 2026 in Review

Summit Financial increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.1% in Q1 2026, buying an estimated $1.6M and bringing the position to 1,584,574 shares worth $40M. The position accounts for 0.51% of the portfolio, ranked #31.

Summit Financial first reported a position in IBDX in Q3 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Summit Financial held 1,584,574 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $40M as of Q1 2026.
  • Summit Financial bought 62,836 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $1.6M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.51% of Summit Financial's portfolio in Q1 2026, its #31 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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