SWP
IBDQ

Summit Wealth Partners’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Summit Wealth Partners’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,898
Closed -$652K – 209
2025
Q3 		$652K Sell
25,898
-200
-0.8% -$5.03K 0.12% 116
2025
Q2 		$657K Sell
26,098
-5,723
-18% -$144K 0.13% 114
2025
Q1 		$800K Sell
31,821
-5,251
-14% -$132K 0.16% 93
2024
Q4 		$929K Sell
37,072
-925
-2% -$23.2K 0.19% 85
2024
Q3 		$954K Buy
37,997
+4,465
+13% +$111K 0.18% 92
2024
Q2 		$834K Buy
33,532
+3,150
+10% +$78K 0.17% 91
2024
Q1 		$754K Hold
30,382
– – 0.16% 97
2023
Q4 		$752K Buy
30,382
+4,257
+16% +$104K 0.17% 89
2023
Q3 		$637K Buy
26,125
+5,238
+25% +$128K 0.16% 86
2023
Q2 		$509K Buy
20,887
+3,670
+21% +$89.9K 0.13% 103
2023
Q1 		$422K Buy
17,217
+8,661
+101% +$212K 0.11% 119
2022
Q4 		$208K Buy
+8,556
New +$207K 0.06% 171

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Wealth Partners's IBDQ Position: Q4 2025 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 25,898 shares — an estimated $652K sold.

Summit Wealth Partners first reported a position in IBDQ in Q4 2022 and held it in 12 quarters. The position peaked at $954K in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 25,898 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $652K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 12 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $954K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.