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SummitPoint Capital Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

SummitPoint Capital Management’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 		$1.09M Sell
47,500
-23,180
-33% -$530K 1.17% 21
2026
Q1 		$1.62M Buy
+70,680
New +$1.62M 2.05% 18

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

SummitPoint Capital Management's IBTG Position: Q2 2026 in Review

SummitPoint Capital Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 33% in Q2 2026, selling an estimated $530K and leaving 47,500 shares worth $1.09M. The position accounts for 1.17% of the portfolio, ranked #21.

SummitPoint Capital Management first reported a position in IBTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.62M in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • SummitPoint Capital Management held 47,500 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.09M as of Q2 2026.
  • SummitPoint Capital Management sold 23,180 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $530K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 1.17% of SummitPoint Capital Management's portfolio in Q2 2026, its #21 holding.
  • SummitPoint Capital Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • SummitPoint Capital Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.62M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.