SIA
IBDQ

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$4.45M 0.47% 37
2024
Q4 		$4.97M Buy
+198,005
New +$4.96M 4.42% 9

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Summit Investment Advisors's IBDQ Position: Q2 2025 in Review

Summit Investment Advisors reduced its iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) stake by 1.9% in Q2 2025, selling an estimated $10.2K and leaving 20,554 shares worth $516K. The position accounts for 0.43% of the portfolio, ranked #39.

Summit Investment Advisors first reported a position in IBDQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.97M in Q4 2024. 393 funds tracked by Wall St. Rank hold IBDQ as of Q2 2025.

  • Summit Investment Advisors held 20,554 shares of iShares iBonds Dec 2025 Term Corporate ETF worth $516K as of Q2 2025.
  • Summit Investment Advisors sold 407 iShares iBonds Dec 2025 Term Corporate ETF shares in Q2 2025, an estimated $10.2K.
  • iShares iBonds Dec 2025 Term Corporate ETF made up 0.43% of Summit Investment Advisors's portfolio in Q2 2025, its #39 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • Summit Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.97M in Q4 2024.
  • 393 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.