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Summit Wealth Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Summit Wealth Partners’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Hold
8,918
– – 0.03% 266
2026
Q1 		$229K Hold
8,918
– – 0.04% 253
2025
Q4 		$229K Hold
8,918
– – 0.04% 191
2025
Q3 		$229K Hold
8,918
– – 0.04% 199
2025
Q2 		$229K Hold
8,918
– – 0.04% 200
2025
Q1 		$228K Hold
8,918
– – 0.05% 194
2024
Q4 		$227K Buy
+8,918
New +$228K 0.05% 187

Other funds holding IBMO

RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Summit Wealth Partners held its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) position steady in Q2 2026 at 8,918 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #266.

Summit Wealth Partners first reported a position in IBMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q3 2025. 97 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Summit Wealth Partners held 8,918 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $229K as of Q2 2026.
  • Summit Wealth Partners left its iShares iBonds Dec 2026 Term Muni Bond ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Summit Wealth Partners's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $229K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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