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Chris Bulman’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Chris Bulman’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 		$780K Sell
34,877
-3,181
-8% -$71.2K 0.28% 60
2026
Q1 		$854K Sell
38,058
-4,305
-10% -$96.7K 0.37% 53
2025
Q4 		$952K Buy
+42,363
New +$953K 0.42% 48

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chris Bulman's IBTH Position: Q2 2026 in Review

Chris Bulman reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 8.4% in Q2 2026, selling an estimated $71.2K and leaving 34,877 shares worth $780K. The position accounts for 0.28% of the portfolio, ranked #60.

Chris Bulman first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $952K in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Chris Bulman held 34,877 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $780K as of Q2 2026.
  • Chris Bulman sold 3,181 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $71.2K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.28% of Chris Bulman's portfolio in Q2 2026, its #60 holding.
  • Chris Bulman first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Chris Bulman's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $952K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.