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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

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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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. 191 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.
  • 191 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.