SPFA
IBDR icon

Summit Place Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Summit Place Financial Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
+9,000
New +$218K 0.1% 106

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Place Financial Advisors's IBDR Position: Q2 2026 in Review

Summit Place Financial Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026: 9,000 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #106 among its holdings.

181 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Summit Place Financial Advisors held 9,000 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $218K as of Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Summit Place Financial Advisors position in Q2 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.1% of Summit Place Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.