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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 181 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.
  • 181 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.