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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 $6.93B AUM 28.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return