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Summit Wealth Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Summit Wealth Partners’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,968
Closed -$223K – 214
2025
Q1 		$223K Hold
9,968
– – 0.05% 195
2024
Q4 		$222K Hold
9,968
– – 0.05% 191
2024
Q3 		$225K Buy
+9,968
New +$222K 0.04% 217
2024
Q2 		– Sell
-9,093
Closed -$202K – 228
2024
Q1 		$202K Hold
9,093
– – 0.04% 216
2023
Q4 		$202K Buy
+9,093
New +$197K 0.05% 209

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Summit Wealth Partners's IBHG Position: Q2 2025 in Review

Summit Wealth Partners sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2025, closing a stake of 9,968 shares — an estimated $223K sold.

Summit Wealth Partners first reported a position in IBHG in Q4 2023 and held it in 5 quarters. The position peaked at $225K in Q3 2024. 86 funds tracked by Wall St. Rank hold IBHG as of Q2 2025.

  • Summit Wealth Partners reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 9,968 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2025, an estimated $223K.
  • Summit Wealth Partners first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and held it in 5 quarters.
  • Summit Wealth Partners's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $225K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2025.

Based on Summit Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.