Autumn Glory Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Autumn Glory Partners’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	$226K	Sell	10,135 -6,068	-37%	-$136K	0.06%	180
2026 Q2	$362K	Buy	16,203 +2,728	+20%	+$61.1K	0.1%	156
2026 Q1	$302K	Buy	13,475 +28	+0.2%	+$629	0.11%	166
2025 Q4	$302K	Buy	13,447 +58	+0.4%	+$1.3K	0.11%	164
2025 Q3	$302K	Buy	13,389 +1,020	+8%	+$22.9K	0.12%	156
2025 Q2	$278K	Sell	12,369 -279	-2%	-$6.25K	0.13%	149
2025 Q1	$284K	Hold	12,648	–	–	0.14%	140
2024 Q4	$281K	Sell	12,648 -316	-2%	-$7.04K	0.14%	142
2024 Q3	$293K	Hold	12,964	–	–	0.11%	165
2024 Q2	$286K	Buy	12,964 +137	+1%	+$3.01K	0.15%	132
2024 Q1	$284K	Hold	12,827	–	–	0.14%	130
2023 Q4	$287K	Buy	12,827 +761	+6%	+$16.7K	0.16%	122
2023 Q3	$264K	Buy	+12,066	New	+$265K	0.16%	124

Other funds holding IBTH

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Autumn Glory Partners's IBTH Position: Q3 2026 in Review

Autumn Glory Partners reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 37% in Q3 2026, selling an estimated $136K and leaving 10,135 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #180.

Autumn Glory Partners first reported a position in IBTH in Q3 2023 and has held it in 13 quarters since. The position peaked at $362K in Q2 2026. 137 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Autumn Glory Partners held 10,135 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $226K as of Q3 2026.
Autumn Glory Partners sold 6,068 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $136K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.06% of Autumn Glory Partners's portfolio in Q3 2026, its #180 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2023 and has held it in 13 quarters since.
Autumn Glory Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $362K in Q2 2026.
137 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.