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Summit Investment Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Summit Investment Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.04M Buy
304,244
+12,779
+4% +$295K 5.8% 4
2025
Q1 		$6.72M Buy
291,465
+11,621
+4% +$271K 5.98% 4
2024
Q4 		$6.53M Buy
+279,844
New +$6.5M 5.81% 5

Other funds holding IBHF

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
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Investment Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 4.4% in Q2 2025, buying an estimated $295K and bringing the position to 304,244 shares worth $7.04M. The position accounts for 5.8% of the portfolio, ranked #4.

Summit Investment Advisors first reported a position in IBHF in Q4 2024 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

  • Summit Investment Advisors held 304,244 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $7.04M as of Q2 2025.
  • Summit Investment Advisors bought 12,779 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $295K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 5.8% of Summit Investment Advisors's portfolio in Q2 2025, its #4 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares iBonds 2026 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.