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Summit Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Summit Investment Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$516K Sell
20,554
-407
-2% -$10.2K 0.43% 39
2025
Q1 		$526K Sell
20,961
-177,044
-89% -$4.44M 0.47% 37
2024
Q4 		$4.97M Buy
+198,005
New +$4.97M 4.42% 9