SIAS
IBDQ

Summit Investment Advisory Services’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Summit Investment Advisory Services’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-151,317
Closed -$3.76M – 85
2024
Q2 		$3.76M Buy
+151,317
New +$3.75M 4.42% 9

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Summit Investment Advisory Services's IBDQ Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 151,317 shares — an estimated $3.76M sold.

Summit Investment Advisory Services first reported a position in IBDQ in Q2 2024 and held it in 1 quarter. The position peaked at $3.76M in Q2 2024. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 151,317 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $3.76M.
  • Summit Investment Advisory Services first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.76M in Q2 2024.
  • 363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.