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Summit Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summit Wealth Partners’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$384K Buy
+16,506
New +$386K 0.06% 187
2025
Q4 		– Sell
-15,436
Closed -$362K – 210
2025
Q3 		$362K Buy
+15,436
New +$361K 0.07% 161
2025
Q1 		– Sell
-14,828
Closed -$338K – 214
2024
Q4 		$338K Sell
14,828
-1,336
-8% -$30.8K 0.07% 156
2024
Q3 		$380K Hold
16,164
– – 0.07% 165
2024
Q2 		$366K Buy
16,164
+1,799
+13% +$40.6K 0.08% 159
2024
Q1 		$328K Hold
14,365
– – 0.07% 168
2023
Q4 		$331K Buy
+14,365
New +$318K 0.08% 151

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return