SummitPoint Capital Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

SummitPoint Capital Management’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	$1.3M	Sell	58,837 -20,381	-26%	-$452K	1.4%	16
2026 Q1	$1.77M	Buy	+79,218	New	+$1.77M	2.25%	15

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

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

SummitPoint Capital Management reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 26% in Q2 2026, selling an estimated $452K and leaving 58,837 shares worth $1.3M. The position accounts for 1.4% of the portfolio, ranked #16.

SummitPoint Capital Management first reported a position in IBTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.77M in Q1 2026. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

SummitPoint Capital Management held 58,837 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.3M as of Q2 2026.
SummitPoint Capital Management sold 20,381 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $452K.
iShares iBonds Dec 2028 Term Treasury ETF made up 1.4% of SummitPoint Capital Management's portfolio in Q2 2026, its #16 holding.
SummitPoint Capital Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
SummitPoint Capital Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.77M in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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