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Summit Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Summit Investment Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.19M Buy
97,610
+7,270
+8% +$162K 1.8% 18
2025
Q1 		$2.01M Buy
90,340
+80,037
+777% +$1.79M 1.79% 18
2024
Q4 		$231K Buy
+10,303
New +$231K 0.21% 49

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Summit Investment Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 8% in Q2 2025, buying an estimated $162K and bringing the position to 97,610 shares worth $2.19M. The position accounts for 1.8% of the portfolio, ranked #18.

Summit Investment Advisors first reported a position in IBHG in Q4 2024 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold IBHG as of Q2 2025.

  • Summit Investment Advisors held 97,610 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $2.19M as of Q2 2025.
  • Summit Investment Advisors bought 7,270 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2025, an estimated $162K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 1.8% of Summit Investment Advisors's portfolio in Q2 2025, its #18 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2027 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.