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

BCS 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 Q1	–	Sell	-15,374	Closed	-$345K	–	296
2025 Q4	$345K	Buy	+15,374	New	+$346K	0.03%	271
2025 Q2	–	Sell	-10,062	Closed	-$226K	–	274
2025 Q1	$226K	Hold	10,062	–	–	0.06%	224
2024 Q4	$223K	Hold	10,062	–	–	0.06%	234
2024 Q3	$228K	Hold	10,062	–	–	0.1%	148
2024 Q2	$222K	Hold	10,062	–	–	0.11%	142
2024 Q1	$223K	Hold	10,062	–	–	0.07%	221
2023 Q4	$225K	Buy	+10,062	New	+$221K	0.08%	197

Other funds holding IBTH

HPC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCS Wealth Management's IBTH Position: Q1 2026 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 15,374 shares — an estimated $345K sold.

BCS Wealth Management first reported a position in IBTH in Q4 2023 and held it in 7 quarters. The position peaked at $345K in Q4 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

BCS Wealth Management reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 15,374 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $345K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
BCS Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $345K in Q4 2025.
313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.