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

Apollon 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 		$876K Buy
39,161
+178
+0.5% +$3.98K 0.01% 782
2026
Q1 		$874K Buy
38,983
+200
+0.5% +$4.49K 0.01% 656
2025
Q4 		$871K Buy
38,783
+421
+1% +$9.47K 0.02% 631
2025
Q3 		$864K Buy
38,362
+322
+0.8% +$7.23K 0.02% 625
2025
Q2 		$856K Buy
38,040
+324
+0.9% +$7.26K 0.02% 599
2025
Q1 		$846K Buy
37,716
+208
+0.6% +$4.63K 0.02% 558
2024
Q4 		$833K Sell
37,508
-7,865
-17% -$175K 0.02% 577
2024
Q3 		$1.03M Buy
45,373
+3,211
+8% +$72K 0.03% 481
2024
Q2 		$931K Buy
42,162
+399
+1% +$8.77K 0.03% 494
2024
Q1 		$925K Buy
41,763
+262
+0.6% +$5.82K 0.03% 496
2023
Q4 		$929K Buy
+41,501
New +$911K 0.03% 476

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's IBTH Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.46% in Q2 2026, buying an estimated $3.98K and bringing the position to 39,161 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #782.

Apollon Wealth Management first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2024. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Apollon Wealth Management held 39,161 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $876K as of Q2 2026.
  • Apollon Wealth Management bought 178 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $3.98K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #782 holding.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.03M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.