Summit Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Hold	9,803	–	–	0.03%	276
2026 Q1	$215K	Hold	9,803	–	–	0.03%	264
2025 Q4	$216K	Hold	9,803	–	–	0.04%	195
2025 Q3	$217K	Hold	9,803	–	–	0.04%	207
2025 Q2	$215K	Hold	9,803	–	–	0.04%	207
2025 Q1	$213K	Hold	9,803	–	–	0.04%	201
2024 Q4	$209K	Sell	9,803 -1,419	-13%	-$30.7K	0.04%	196
2024 Q3	$249K	Hold	11,222	–	–	0.05%	209
2024 Q2	$239K	Hold	11,222	–	–	0.05%	204
2024 Q1	$240K	Hold	11,222	–	–	0.05%	203
2023 Q4	$243K	Buy	+11,222	New	+$232K	0.06%	189

Other funds holding IBDV

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Summit Wealth Partners held its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) position steady in Q2 2026 at 9,803 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #276.

Summit Wealth Partners first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $249K in Q3 2024. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Summit Wealth Partners held 9,803 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $214K as of Q2 2026.
Summit Wealth Partners left its iShares iBonds Dec 2030 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #276 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $249K in Q3 2024.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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