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Summit Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Summit Financial’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Buy
86,695
+49,051
+130% +$1.25M 0.02% 611
2026
Q1 		$961K Sell
37,644
-9,895
-21% -$254K 0.01% 784
2025
Q4 		$1.22M Buy
47,539
+1,052
+2% +$26.9K 0.02% 603
2025
Q3 		$1.19M Buy
+46,487
New +$1.19M 0.02% 598

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Summit Financial's IBMQ Position: Q2 2026 in Review

Summit Financial increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 130% in Q2 2026, buying an estimated $1.25M and bringing the position to 86,695 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #611.

Summit Financial first reported a position in IBMQ in Q3 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Summit Financial held 86,695 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $2.22M as of Q2 2026.
  • Summit Financial bought 49,051 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.25M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #611 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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