Commonwealth Financial Services
IBTH icon

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
Q3 		$245K Sell
10,970
-217
-2% -$4.85K 0.04% 222
2026
Q2 		$250K Buy
+11,187
New +$250K 0.03% 245

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CLA (CliftonLarsonAllen) Wealth Advisors
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Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Commonwealth Financial Services's IBTH Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1.9% in Q3 2026, selling an estimated $4.85K and leaving 10,970 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #222.

Commonwealth Financial Services first reported a position in IBTH in Q2 2026 and has held it in 2 quarters since. The position peaked at $250K in Q2 2026. 80 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Commonwealth Financial Services held 10,970 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $245K as of Q3 2026.
  • Commonwealth Financial Services sold 217 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $4.85K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #222 holding.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • Commonwealth Financial Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $250K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.