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Summit Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Summit Financial’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.7M Buy
2,038,645
+86,500
+4% +$2.26M 0.67% 21
2025
Q4 		$51M Buy
1,952,145
+97,284
+5% +$2.55M 0.75% 19
2025
Q3 		$48.7M Buy
+1,854,861
New +$48.1M 0.74% 19

Other funds holding IBDY

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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Financial's IBDY Position: Q1 2026 in Review

Summit Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4.4% in Q1 2026, buying an estimated $2.26M and bringing the position to 2,038,645 shares worth $52.7M. The position accounts for 0.67% of the portfolio, ranked #21.

Summit Financial first reported a position in IBDY in Q3 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Summit Financial held 2,038,645 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $52.7M as of Q1 2026.
  • Summit Financial bought 86,500 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $2.26M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.67% of Summit Financial's portfolio in Q1 2026, its #21 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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