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Summit Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Summit Investment Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.51M Buy
186,724
+8,253
+5% +$200K 3.72% 9
2025
Q1 		$4.31M Buy
178,471
+10,778
+6% +$260K 3.83% 9
2024
Q4 		$4.04M Buy
+167,693
New +$4.04M 3.59% 13