Carmel Capital Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Carmel Capital 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 Q1	$224K	Hold	10,000	–	–	0.08%	109
2025 Q4	$225K	Buy	+10,000	New	+$225K	0.08%	102
2025 Q3	–	Sell	-81,500	Closed	-$1.83M	–	130
2025 Q2	$1.83M	Buy	+81,500	New	+$1.83M	0.64%	52

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmel Capital Partners's IBTH Position: Q1 2026 in Review

Carmel Capital Partners held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 10,000 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #109.

Carmel Capital Partners first reported a position in IBTH in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q2 2025. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Carmel Capital Partners held 10,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $224K as of Q1 2026.
Carmel Capital Partners left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.08% of Carmel Capital Partners's portfolio in Q1 2026, its #109 holding.
Carmel Capital Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
Carmel Capital Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.83M in Q2 2025.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.