SIA
IBHE

Summit Investment Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Summit Investment Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Buy
54,449
+307
+0.6% +$7.12K 1.07% 26
2025
Q1 		$1.25M Sell
54,142
-206
-0.4% -$4.79K 1.12% 26
2024
Q4 		$1.26M Buy
+54,348
New +$1.26M 1.12% 22

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

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

Summit Investment Advisors increased its iShares iBonds 2025 Term High Yield and Income ETF (IBHE) stake by 0.57% in Q2 2025, buying an estimated $7.12K and bringing the position to 54,449 shares worth $1.3M. The position accounts for 1.07% of the portfolio, ranked #26.

Summit Investment Advisors first reported a position in IBHE in Q4 2024 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold IBHE as of Q2 2025.

  • Summit Investment Advisors held 54,449 shares of iShares iBonds 2025 Term High Yield and Income ETF worth $1.3M as of Q2 2025.
  • Summit Investment Advisors bought 307 iShares iBonds 2025 Term High Yield and Income ETF shares in Q2 2025, an estimated $7.12K.
  • iShares iBonds 2025 Term High Yield and Income ETF made up 1.07% of Summit Investment Advisors's portfolio in Q2 2025, its #26 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q2 2025.

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