Summit Wealth Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Summit Wealth Partners’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$749K	Buy	29,661 +54	+0.2%	+$1.36K	0.11%	137
2026 Q1	$750K	Buy	29,607 +35	+0.1%	+$890	0.12%	125
2025 Q4	$753K	Buy	29,572 +3,492	+13%	+$89K	0.14%	96
2025 Q3	$666K	Buy	26,080 +54	+0.2%	+$1.37K	0.12%	115
2025 Q2	$662K	Buy	26,026 +53	+0.2%	+$1.34K	0.13%	112
2025 Q1	$656K	Buy	25,973 +35	+0.1%	+$877	0.13%	108
2024 Q4	$646K	Sell	25,938 -1,153	-4%	-$29K	0.13%	109
2024 Q3	$692K	Buy	27,091 +52	+0.2%	+$1.31K	0.13%	113
2024 Q2	$670K	Buy	27,039 +52	+0.2%	+$1.28K	0.14%	108
2024 Q1	$672K	Buy	26,987 +34	+0.1%	+$846	0.14%	105
2023 Q4	$676K	Buy	26,953 +5,378	+25%	+$131K	0.16%	98
2023 Q3	$518K	Buy	21,575 +5,397	+33%	+$131K	0.13%	106
2023 Q2	$396K	Buy	16,178 +854	+6%	+$21.1K	0.1%	127
2023 Q1	$382K	Buy	15,324 +1,613	+12%	+$39.8K	0.1%	127
2022 Q4	$333K	Buy	+13,711	New	+$330K	0.09%	136

Other funds holding IBDT

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Summit Wealth Partners's IBDT Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.18% in Q2 2026, buying an estimated $1.36K and bringing the position to 29,661 shares worth $749K. The position accounts for 0.11% of the portfolio, ranked #137.

Summit Wealth Partners first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $753K in Q4 2025. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Summit Wealth Partners held 29,661 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $749K as of Q2 2026.
Summit Wealth Partners bought 54 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.36K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.11% of Summit Wealth Partners's portfolio in Q2 2026, its #137 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $753K in Q4 2025.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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