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Summitry LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Summitry LLC’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Buy
43,476
+22,719
+109% +$550K 0.03% 92
2026
Q1 		$503K Buy
20,757
+8,807
+74% +$214K 0.02% 135
2025
Q4 		$290K Buy
11,950
+747
+7% +$18.1K 0.01% 186
2025
Q3 		$273K Sell
11,203
-999
-8% -$24.2K 0.01% 162
2025
Q2 		$296K Buy
+12,202
New +$294K 0.01% 132

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Summitry LLC's IBDS Position: Q2 2026 in Review

Summitry LLC increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 109% in Q2 2026, buying an estimated $550K and bringing the position to 43,476 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #92.

Summitry LLC first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Summitry LLC held 43,476 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.05M as of Q2 2026.
  • Summitry LLC bought 22,719 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $550K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #92 holding.
  • Summitry LLC first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.