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Summit Wealth Group (Colorado)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,852
Closed -$2.57M – 346
2025
Q3 		$2.57M Buy
+5,852
New +$142K 0.4% 43

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IBDR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2025, closing a stake of 5,852 shares — an estimated $2.57M sold.

Summit Wealth Group (Colorado) first reported a position in IBDR in Q3 2025 and held it in 1 quarter. The position peaked at $2.57M in Q3 2025. 436 funds tracked by Wall St. Rank hold IBDR as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,852 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2025, an estimated $2.57M.
  • Summit Wealth Group (Colorado) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.57M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.