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

Summit Wealth Partners’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	$669K	Hold	27,599	–	–	0.11%	133
2025 Q4	$669K	Sell	27,599 -4,400	-14%	-$107K	0.12%	106
2025 Q3	$778K	Hold	31,999	–	–	0.14%	99
2025 Q2	$776K	Sell	31,999 -4,572	-13%	-$110K	0.15%	92
2025 Q1	$885K	Sell	36,571 -1,498	-4%	-$36.1K	0.18%	86
2024 Q4	$916K	Buy	38,069 +6,192	+19%	+$149K	0.19%	86
2024 Q3	$775K	Buy	31,877 +887	+3%	+$21.4K	0.15%	104
2024 Q2	$738K	Sell	30,990 -1,652	-5%	-$39.2K	0.15%	101
2024 Q1	$779K	Hold	32,642	–	–	0.17%	93
2023 Q4	$780K	Buy	32,642 +9,748	+43%	+$229K	0.18%	85
2023 Q3	$534K	Buy	22,894 +5,140	+29%	+$120K	0.14%	101
2023 Q2	$417K	Buy	17,754 +4,008	+29%	+$94.7K	0.1%	121
2023 Q1	$326K	Buy	+13,746	New	+$324K	0.08%	138

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Summit Wealth Partners held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 27,599 shares worth $669K. The position accounts for 0.11% of the portfolio, ranked #133.

Summit Wealth Partners first reported a position in IBDR in Q1 2023 and has held it in 13 quarters since. The position peaked at $916K in Q4 2024. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Summit Wealth Partners held 27,599 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $669K as of Q1 2026.
Summit Wealth Partners left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Summit Wealth Partners's portfolio in Q1 2026, its #133 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $916K in Q4 2024.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.