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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

4J Wealth Management's IBTH Position: Q2 2026 in Review

4J Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 18% in Q2 2026, buying an estimated $142K and bringing the position to 42,483 shares worth $950K. The position accounts for 0.47% of the portfolio, ranked #36.

4J Wealth Management first reported a position in IBTH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.65M in Q2 2023. 133 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

4J Wealth Management held 42,483 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $950K as of Q2 2026.
4J Wealth Management bought 6,332 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $142K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.47% of 4J Wealth Management's portfolio in Q2 2026, its #36 holding.
4J Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
4J Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.65M in Q2 2023.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.