4J Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

4J Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.07M	Buy	47,754 +5,271	+12%	+$118K	0.49%	41
2026 Q2	$950K	Buy	42,483 +6,332	+18%	+$142K	0.47%	36
2026 Q1	$811K	Sell	36,151 -340	-0.9%	-$7.64K	0.46%	38
2025 Q4	$820K	Sell	36,491 -929	-2%	-$20.9K	0.47%	37
2025 Q3	$843K	Sell	37,420 -763	-2%	-$17.1K	0.5%	38
2025 Q2	$859K	Sell	38,183 -3,974	-9%	-$89K	0.58%	36
2025 Q1	$945K	Buy	42,157 +66	+0.2%	+$1.47K	0.75%	30
2024 Q4	$934K	Sell	42,091 -5,419	-11%	-$121K	0.76%	27
2024 Q3	$1.08M	Buy	47,510 +4,738	+11%	+$106K	0.83%	24
2024 Q2	$944K	Buy	42,772 +974	+2%	+$21.4K	0.78%	26
2024 Q1	$926K	Sell	41,798 -70,606	-63%	-$1.57M	0.8%	28
2023 Q4	$2.52M	Sell	112,404 -1,795	-2%	-$39.4K	2.3%	10
2023 Q3	$2.5M	Sell	114,199 -5,502	-5%	-$121K	2.48%	10
2023 Q2	$2.65M	Buy	119,701 +13,222	+12%	+$298K	2.57%	10
2023 Q1	$2.41M	Buy	+106,479	New	+$2.39M	2.59%	10

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

4J Wealth Management's IBTH Position: Q3 2026 in Review

4J Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 12% in Q3 2026, buying an estimated $118K and bringing the position to 47,754 shares worth $1.07M. The position accounts for 0.49% of the portfolio, ranked #41.

4J Wealth Management first reported a position in IBTH in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.65M in Q2 2023. 241 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

4J Wealth Management held 47,754 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.07M as of Q3 2026.
4J Wealth Management bought 5,271 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $118K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.49% of 4J Wealth Management's portfolio in Q3 2026, its #41 holding.
4J Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
4J Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.65M in Q2 2023.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.