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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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 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. 247 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.
  • 247 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.