Summit Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	45,912 -12	-0%	-$269	0.15%	105
2026 Q1	$1.03M	Sell	45,924 -14	-0%	-$315	0.16%	99
2025 Q4	$1.03M	Buy	45,938 +12,243	+36%	+$275K	0.19%	78
2025 Q3	$759K	Hold	33,695	–	–	0.14%	103
2025 Q2	$758K	Buy	33,695 +4,470	+15%	+$100K	0.14%	97
2025 Q1	$655K	Hold	29,225	–	–	0.13%	109
2024 Q4	$649K	Hold	29,225	–	–	0.13%	108
2024 Q3	$662K	Buy	29,225 +146	+0.5%	+$3.27K	0.13%	117
2024 Q2	$642K	Buy	29,079 +19,423	+201%	+$427K	0.13%	111
2024 Q1	$214K	Hold	9,656	–	–	0.05%	213
2023 Q4	$216K	Buy	+9,656	New	+$212K	0.05%	201

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.03% in Q2 2026, selling an estimated $269 and leaving 45,912 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #105.

Summit Wealth Partners first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Summit Wealth Partners held 45,912 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.03M as of Q2 2026.
Summit Wealth Partners sold 12 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $269.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.15% of Summit Wealth Partners's portfolio in Q2 2026, its #105 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.03M in Q4 2025.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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