Summit Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.36M	Buy	262,378 +9,909	+4%	+$240K	5.24%	6
2025 Q1	$6.09M	Buy	252,469 +9,732	+4%	+$235K	5.41%	6
2024 Q4	$5.83M	Buy	+242,737	New	+$5.83M	5.18%	8