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Commonwealth Financial Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Commonwealth Financial Services’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 		$250K Buy
+11,187
New +$250K 0.03% 245

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Commonwealth Financial Services's IBTH Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 11,187 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings.

53 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Commonwealth Financial Services held 11,187 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $250K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Commonwealth Financial Services position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #245 holding.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.