Bailard’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bailard’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	$1.14M	Buy	+50,870	New	+$1.14M	0.02%	321

Other funds holding IBTH

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

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

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Bailard's IBTH Position: Q3 2026 in Review

Bailard opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 50,870 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #321 among its holdings.

76 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Bailard held 50,870 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.14M as of Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Bailard position in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Bailard's portfolio in Q3 2026, its #321 holding.
76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.