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

Summit Investment Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.36M Buy
262,378
+9,909
+4% +$239K 5.24% 6
2025
Q1 		$6.09M Buy
252,469
+9,732
+4% +$234K 5.41% 6
2024
Q4 		$5.83M Buy
+242,737
New +$5.84M 5.18% 8

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Investment Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.9% in Q2 2025, buying an estimated $239K and bringing the position to 262,378 shares worth $6.36M. The position accounts for 5.24% of the portfolio, ranked #6.

Summit Investment Advisors first reported a position in IBDS in Q4 2024 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.

  • Summit Investment Advisors held 262,378 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.36M as of Q2 2025.
  • Summit Investment Advisors bought 9,909 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2025, an estimated $239K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 5.24% of Summit Investment Advisors's portfolio in Q2 2025, its #6 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.

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