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Summit Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Summit Financial’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
97,017
+41,126
+74% +$1.04M 0.03% 578
2026
Q1 		$1.42M Sell
55,891
-6,453
-10% -$164K 0.02% 670
2025
Q4 		$1.58M Sell
62,344
-10,594
-15% -$269K 0.02% 541
2025
Q3 		$1.86M Buy
+72,938
New +$1.86M 0.03% 494

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Financial's IBMP Position: Q2 2026 in Review

Summit Financial increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 74% in Q2 2026, buying an estimated $1.04M and bringing the position to 97,017 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #578.

Summit Financial first reported a position in IBMP in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Summit Financial held 97,017 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $2.47M as of Q2 2026.
  • Summit Financial bought 41,126 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $1.04M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #578 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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