Summit Wealth Partners’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Hold	15,443	–	–	0.05%	211
2026 Q1	$344K	Hold	15,443	–	–	0.05%	202
2025 Q4	$345K	Hold	15,443	–	–	0.06%	155
2025 Q3	$346K	Buy	15,443 +1,168	+8%	+$26.1K	0.06%	167
2025 Q2	$319K	Buy	14,275 +4,504	+46%	+$100K	0.06%	175
2025 Q1	$217K	Buy	+9,771	New	+$215K	0.04%	197

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

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

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Summit Wealth Partners held its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) position steady in Q2 2026 at 15,443 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #211.

Summit Wealth Partners first reported a position in IBTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $346K in Q3 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Summit Wealth Partners held 15,443 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $342K as of Q2 2026.
Summit Wealth Partners left its iShares iBonds Dec 2028 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #211 holding.
Summit Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Summit Wealth Partners's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $346K in Q3 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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