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Summit Wealth Partners’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Summit Wealth Partners’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Sell
55,813
-5,046
-8% -$115K 0.18% 86
2026
Q1 		$1.39M Sell
60,859
-3,154
-5% -$72.2K 0.22% 83
2025
Q4 		$1.46M Buy
64,013
+65
+0.1% +$1.49K 0.27% 66
2025
Q3 		$1.47M Buy
63,948
+50
+0.1% +$1.14K 0.26% 67
2025
Q2 		$1.47M Buy
63,898
+4,424
+7% +$101K 0.28% 65
2025
Q1 		$1.36M Buy
59,474
+31
+0.1% +$708 0.28% 64
2024
Q4 		$1.36M Buy
59,443
+15,455
+35% +$353K 0.28% 65
2024
Q3 		$1.01M Buy
43,988
+48
+0.1% +$1.1K 0.2% 87
2024
Q2 		$995K Buy
43,940
+10,060
+30% +$227K 0.21% 84
2024
Q1 		$769K Sell
33,880
-1,291
-4% -$29.4K 0.16% 95
2023
Q4 		$804K Buy
35,171
+3,362
+11% +$75.9K 0.19% 83
2023
Q3 		$715K Buy
31,809
+7,694
+32% +$173K 0.18% 82
2023
Q2 		$546K Buy
24,115
+4,341
+22% +$99.7K 0.14% 101
2023
Q1 		$456K Buy
19,774
+3,705
+23% +$84.8K 0.12% 112
2022
Q4 		$365K Buy
+16,069
New +$365K 0.1% 131

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.3% in Q2 2026, selling an estimated $115K and leaving 55,813 shares worth $1.28M. The position accounts for 0.18% of the portfolio, ranked #86.

Summit Wealth Partners first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Summit Wealth Partners held 55,813 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.28M as of Q2 2026.
  • Summit Wealth Partners sold 5,046 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $115K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.18% of Summit Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Summit Wealth Partners's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.47M in Q3 2025.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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