SWG
IBDR icon

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

Summit Wealth Group’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 		$971K Buy
40,083
+11,277
+39% +$273K 0.2% 54
2026
Q1 		$698K Hold
28,806
– – 0.16% 59
2025
Q4 		$698K Buy
+28,806
New +$698K 0.16% 57

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Summit Wealth Group's IBDR Position: Q2 2026 in Review

Summit Wealth Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 39% in Q2 2026, buying an estimated $273K and bringing the position to 40,083 shares worth $971K. The position accounts for 0.2% of the portfolio, ranked #54.

Summit Wealth Group first reported a position in IBDR in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Summit Wealth Group held 40,083 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $971K as of Q2 2026.
  • Summit Wealth Group bought 11,277 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $273K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.2% of Summit Wealth Group's portfolio in Q2 2026, its #54 holding.
  • Summit Wealth Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.