Carnegie Investment Counsel’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
IWC
NA
Carnegie Investment Counsel's IBTH Position: Q2 2026 in Review
Carnegie Investment Counsel increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 14% in Q2 2026, buying an estimated $2.38M and bringing the position to 840,789 shares worth $18.8M. The position accounts for 0.38% of the portfolio, ranked #76.
Carnegie Investment Counsel first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- Carnegie Investment Counsel held 840,789 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $18.8M as of Q2 2026.
- Carnegie Investment Counsel bought 106,238 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.38M.
- iShares iBonds Dec 2027 Term Treasury ETF made up 0.38% of Carnegie Investment Counsel's portfolio in Q2 2026, its #76 holding.
- Carnegie Investment Counsel first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
- 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.