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 Q3	$223K	Hold	10,000	–	–	0.08%	124
2026 Q2	$224K	Hold	10,000	–	–	0.07%	120
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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 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

Carmel Capital Partners's IBTH Position: Q3 2026 in Review

Carmel Capital Partners held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2026 at 10,000 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #124.

Carmel Capital Partners first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2025. 241 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Carmel Capital Partners held 10,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $223K as of Q3 2026.
Carmel Capital Partners left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.08% of Carmel Capital Partners's portfolio in Q3 2026, its #124 holding.
Carmel Capital Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Carmel Capital Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.83M in Q2 2025.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.