Summit Wealth Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$560K	Hold	24,722	–	–	0.08%	165
2026 Q1	$567K	Sell	24,722 -1,566	-6%	-$36.1K	0.09%	150
2025 Q4	$607K	Sell	26,288 -2,977	-10%	-$69.1K	0.11%	112
2025 Q3	$684K	Hold	29,265	–	–	0.12%	112
2025 Q2	$680K	Sell	29,265 -7,414	-20%	-$171K	0.13%	106
2025 Q1	$852K	Sell	36,679 -4,209	-10%	-$98K	0.17%	90
2024 Q4	$947K	Sell	40,888 -168	-0.4%	-$3.9K	0.19%	84
2024 Q3	$961K	Hold	41,056	–	–	0.19%	91
2024 Q2	$941K	Sell	41,056 -1,310	-3%	-$29.9K	0.2%	87
2024 Q1	$977K	Sell	42,366 -439	-1%	-$10.1K	0.21%	82
2023 Q4	$981K	Buy	42,805 +4,065	+10%	+$91.7K	0.23%	70
2023 Q3	$873K	Sell	38,740 -3,707	-9%	-$83.9K	0.22%	69
2023 Q2	$966K	Buy	42,447 +3,555	+9%	+$80.2K	0.24%	65
2023 Q1	$887K	Buy	38,892 +1,354	+4%	+$30.7K	0.23%	72
2022 Q4	$839K	Buy	+37,538	New	+$838K	0.22%	70

Other funds holding IBHF

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Summit Wealth Partners held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 24,722 shares worth $560K. The position accounts for 0.08% of the portfolio, ranked #165.

Summit Wealth Partners first reported a position in IBHF in Q4 2022 and has held it in 15 quarters since. The position peaked at $981K in Q4 2023. 82 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Summit Wealth Partners held 24,722 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $560K as of Q2 2026.
Summit Wealth Partners left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #165 holding.
Summit Wealth Partners first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and has held it in 15 quarters since.
Summit Wealth Partners's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $981K in Q4 2023.
82 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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