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Summit Financial’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Summit Financial’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Sell
99,608
-23,123
-19% -$586K 0.03% 567
2026
Q1 		$3.11M Sell
122,731
-30,807
-20% -$788K 0.04% 446
2025
Q4 		$3.9M Buy
153,538
+1,898
+1% +$48.2K 0.06% 312
2025
Q3 		$3.87M Buy
+151,640
New +$3.86M 0.06% 313

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Summit Financial's IBMR Position: Q2 2026 in Review

Summit Financial reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 19% in Q2 2026, selling an estimated $586K and leaving 99,608 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #567.

Summit Financial first reported a position in IBMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.9M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Summit Financial held 99,608 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.53M as of Q2 2026.
  • Summit Financial sold 23,123 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $586K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #567 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $3.9M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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