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

Summit Wealth Partners’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	$586K	Hold	24,186	–	–	0.08%	157
2026 Q1	$586K	Hold	24,186	–	–	0.09%	142
2025 Q4	$587K	Buy	24,186 +6,719	+38%	+$163K	0.11%	115
2025 Q3	$425K	Hold	17,467	–	–	0.08%	146
2025 Q2	$424K	Hold	17,467	–	–	0.08%	144
2025 Q1	$422K	Sell	17,467 -211	-1%	-$5.08K	0.09%	139
2024 Q4	$424K	Sell	17,678 -278	-2%	-$6.69K	0.09%	133
2024 Q3	$438K	Hold	17,956	–	–	0.08%	149
2024 Q2	$426K	Buy	17,956 +845	+5%	+$20K	0.09%	145
2024 Q1	$407K	Sell	17,111 -1,229	-7%	-$29.3K	0.09%	144
2023 Q4	$439K	Buy	18,340 +2,782	+18%	+$64.9K	0.1%	128
2023 Q3	$360K	Buy	15,558 +2,129	+16%	+$49.7K	0.09%	130
2023 Q2	$315K	Buy	13,429 +846	+7%	+$20K	0.08%	141
2023 Q1	$300K	Buy	12,583 +2,913	+30%	+$68.8K	0.08%	145
2022 Q4	$226K	Buy	+9,670	New	+$224K	0.06%	161

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

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 Partners's IBDS Position: Q2 2026 in Review

Summit Wealth Partners held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 24,186 shares worth $586K. The position accounts for 0.08% of the portfolio, ranked #157.

Summit Wealth Partners first reported a position in IBDS in Q4 2022 and has held it in 15 quarters since. The position peaked at $587K in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Summit Wealth Partners held 24,186 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $586K as of Q2 2026.
Summit Wealth Partners left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #157 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $587K in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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