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Summit Investment Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Summit Investment Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
81,772
+7,562
+10% +$175K 1.58% 19
2025
Q1 		$1.71M Buy
+74,210
New +$1.75M 1.52% 19

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Summit Investment Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 10% in Q2 2025, buying an estimated $175K and bringing the position to 81,772 shares worth $1.92M. The position accounts for 1.58% of the portfolio, ranked #19.

Summit Investment Advisors first reported a position in IBHI in Q1 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IBHI as of Q2 2025.

  • Summit Investment Advisors held 81,772 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.92M as of Q2 2025.
  • Summit Investment Advisors bought 7,562 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2025, an estimated $175K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 1.58% of Summit Investment Advisors's portfolio in Q2 2025, its #19 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares iBonds 2029 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.