Summit Investment Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.47M	Buy	+184,146	New	+$4.47M	3.79%	9
2024 Q3	–	Sell	-120,893	Closed	-$2.88M	–	86
2024 Q2	$2.88M	Buy	+120,893	New	+$2.88M	3.39%	12