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Centennial Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Centennial 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 		$2.64M Buy
118,022
+8,769
+8% +$196K 3.15% 9
2026
Q1 		$2.45M Sell
109,253
-9,519
-8% -$214K 3.12% 7
2025
Q4 		$2.67M Buy
+118,772
New +$2.67M 3.47% 6

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Centennial Advisors's IBTH Position: Q2 2026 in Review

Centennial Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 8% in Q2 2026, buying an estimated $196K and bringing the position to 118,022 shares worth $2.64M. The position accounts for 3.15% of the portfolio, ranked #9.

Centennial Advisors first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.67M in Q4 2025. 191 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Centennial Advisors held 118,022 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.64M as of Q2 2026.
  • Centennial Advisors bought 8,769 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $196K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 3.15% of Centennial Advisors's portfolio in Q2 2026, its #9 holding.
  • Centennial Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Centennial Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.67M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.