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 Q2	$658K	Sell	27,174 -425	-2%	-$10.3K	0.09%	146
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 $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Partners's IBDR Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.5% in Q2 2026, selling an estimated $10.3K and leaving 27,174 shares worth $658K. The position accounts for 0.09% of the portfolio, ranked #146.

Summit Wealth Partners first reported a position in IBDR in Q1 2023 and has held it in 14 quarters since. The position peaked at $916K in Q4 2024. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Summit Wealth Partners held 27,174 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $658K as of Q2 2026.
Summit Wealth Partners sold 425 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $10.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #146 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $916K in Q4 2024.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.