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Summit Wealth Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Summit Wealth Partners’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$578K Buy
28,638
+8,222
+40% +$166K 0.08% 159
2026
Q1 		$416K Hold
20,416
– – 0.07% 181
2025
Q4 		$419K Hold
20,416
– – 0.08% 139
2025
Q3 		$420K Hold
20,416
– – 0.08% 148
2025
Q2 		$419K Hold
20,416
– – 0.08% 147
2025
Q1 		$415K Buy
+20,416
New +$408K 0.08% 140

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Summit Wealth Partners increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 40% in Q2 2026, buying an estimated $166K and bringing the position to 28,638 shares worth $578K. The position accounts for 0.08% of the portfolio, ranked #159.

Summit Wealth Partners first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Summit Wealth Partners held 28,638 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $578K as of Q2 2026.
  • Summit Wealth Partners bought 8,222 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $166K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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