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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Summit Wealth Group's IBDR Position: Q1 2026 in Review

Summit Wealth Group held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 28,806 shares worth $698K. The position accounts for 0.16% of the portfolio, ranked #59.

Summit Wealth Group first reported a position in IBDR in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Summit Wealth Group held 28,806 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $698K as of Q1 2026.
  • Summit Wealth Group left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.16% of Summit Wealth Group's portfolio in Q1 2026, its #59 holding.
  • Summit Wealth Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.