Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$605K	Hold	27,039	–	–	0.41%	57
2026 Q1	$606K	Hold	27,039	–	–	0.49%	54
2025 Q4	$608K	Buy	27,039 +4,453	+20%	+$100K	0.5%	49
2025 Q3	$509K	Sell	22,586 -1,435	-6%	-$32.2K	0.5%	58
2025 Q2	$540K	Hold	24,021	–	–	0.61%	51
2025 Q1	$539K	Buy	24,021 +2,250	+10%	+$50.1K	0.61%	52
2024 Q4	$483K	Buy	+21,771	New	+$485K	0.51%	52

Other funds holding IBTH

HPC

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IBTH Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 27,039 shares worth $605K. The position accounts for 0.41% of the portfolio, ranked #57.

Blake Schutter Theil Wealth Advisors first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2025. 146 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 27,039 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $605K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.41% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $608K in Q4 2025.
146 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.