Summit Wealth Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$555K	Hold	26,517	–	–	0.09%	155
2025 Q4	$561K	Hold	26,517	–	–	0.1%	118
2025 Q3	$563K	Hold	26,517	–	–	0.1%	128
2025 Q2	$558K	Sell	26,517 -3,105	-10%	-$64.1K	0.11%	124
2025 Q1	$615K	Hold	29,622	–	–	0.12%	114
2024 Q4	$603K	Hold	29,622	–	–	0.12%	115
2024 Q3	$629K	Hold	29,622	–	–	0.12%	122
2024 Q2	$601K	Buy	29,622 +459	+2%	+$9.26K	0.12%	117
2024 Q1	$598K	Hold	29,163	–	–	0.13%	113
2023 Q4	$606K	Buy	29,163 +18,878	+184%	+$372K	0.14%	104
2023 Q3	$199K	Buy	+10,285	New	+$205K	0.05%	180

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth Partners's IBDW Position: Q1 2026 in Review

Summit Wealth Partners held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 26,517 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #155.

Summit Wealth Partners first reported a position in IBDW in Q3 2023 and has held it in 11 quarters since. The position peaked at $629K in Q3 2024. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Summit Wealth Partners held 26,517 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $555K as of Q1 2026.
Summit Wealth Partners left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.09% of Summit Wealth Partners's portfolio in Q1 2026, its #155 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $629K in Q3 2024.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.