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Summit Wealth Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Summit Wealth Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$749K Buy
30,918
+3,139
+11% +$75.9K 0.15% 60
2026
Q1 		$673K Hold
27,779
– – 0.15% 60
2025
Q4 		$674K Buy
+27,779
New +$675K 0.16% 60

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Summit Wealth Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 11% in Q2 2026, buying an estimated $75.9K and bringing the position to 30,918 shares worth $749K. The position accounts for 0.15% of the portfolio, ranked #60.

Summit Wealth Group first reported a position in IBDS in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Summit Wealth Group held 30,918 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $749K as of Q2 2026.
  • Summit Wealth Group bought 3,139 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $75.9K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.15% of Summit Wealth Group's portfolio in Q2 2026, its #60 holding.
  • Summit Wealth Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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