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Black Swift Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Black Swift 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
2026
Q2 		$369K Buy
16,475
+100
+0.6% +$2.24K 0.05% 111
2026
Q1 		$367K Buy
16,375
+230
+1% +$5.17K 0.06% 102
2025
Q4 		$363K Sell
16,145
-675
-4% -$15.2K 0.06% 105
2025
Q3 		$379K Buy
+16,820
New +$378K 0.07% 91

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 22.96% 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

Black Swift Group's IBTH Position: Q2 2026 in Review

Black Swift Group increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.61% in Q2 2026, buying an estimated $2.24K and bringing the position to 16,475 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #111.

Black Swift Group first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. The position peaked at $379K in Q3 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Black Swift Group held 16,475 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $369K as of Q2 2026.
  • Black Swift Group bought 100 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.24K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Black Swift Group's portfolio in Q2 2026, its #111 holding.
  • Black Swift Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Black Swift Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $379K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Black Swift Group's 13F filing for Q2 2026, filed 13 Aug 2026.