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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $133M AUM 14.94% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return