SF
IBMS

Summit Financial’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Summit Financial’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
111,520
+4,818
+5% +$125K 0.03% 516
2026
Q1 		$2.76M Sell
106,702
-18,583
-15% -$486K 0.04% 488
2025
Q4 		$3.26M Sell
125,285
-3,368
-3% -$87.6K 0.05% 358
2025
Q3 		$3.36M Buy
+128,653
New +$3.33M 0.05% 347

Other funds holding IBMS

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 $104B AUM 28.3% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Summit Financial's IBMS Position: Q2 2026 in Review

Summit Financial increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 4.5% in Q2 2026, buying an estimated $125K and bringing the position to 111,520 shares worth $2.89M. The position accounts for 0.03% of the portfolio, ranked #516.

Summit Financial first reported a position in IBMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q3 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Summit Financial held 111,520 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $2.89M as of Q2 2026.
  • Summit Financial bought 4,818 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #516 holding.
  • Summit Financial first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $3.36M in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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