Altus Wealth Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Altus Wealth Group’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
2025 Q1	–	Sell	-32,317	Closed	-$717K	–	142
2024 Q4	$717K	Sell	32,317 -1,117	-3%	-$24.9K	0.32%	72
2024 Q3	$757K	Sell	33,434 -11,819	-26%	-$265K	0.32%	66
2024 Q2	$999K	Sell	45,253 -15,674	-26%	-$344K	0.5%	48
2024 Q1	$1.35M	Sell	60,927 -3,487	-5%	-$77.5K	0.68%	40
2023 Q4	$1.44M	Buy	64,414 +4,462	+7%	+$98K	0.8%	32
2023 Q3	$1.31M	Buy	59,952 +1,998	+3%	+$44K	0.83%	30
2023 Q2	$1.28M	Buy	57,954 +2,536	+5%	+$57.1K	0.79%	32
2023 Q1	$1.26M	Buy	+55,418	New	+$1.24M	0.85%	27

Other funds holding IBTH

HPC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altus Wealth Group's IBTH Position: Q1 2025 in Review

Altus Wealth Group sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2025, closing a stake of 32,317 shares — an estimated $717K sold.

Altus Wealth Group first reported a position in IBTH in Q1 2023 and held it in 8 quarters. The position peaked at $1.44M in Q4 2023. 241 funds tracked by Wall St. Rank hold IBTH as of Q1 2025.

Altus Wealth Group reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Altus Wealth Group sold 32,317 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2025, an estimated $717K.
Altus Wealth Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Altus Wealth Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.44M in Q4 2023.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.