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

Community Financial Services Group’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 		$1.22M Buy
54,935
+45,003
+453% +$1.01M 0.19% 73
2026
Q2 		$221K Buy
+9,932
New +$222K 0.03% 120

Other funds holding IBTH

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Community Financial Services Group's IBTH Position: Q3 2026 in Review

Community Financial Services Group increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 453% in Q3 2026, buying an estimated $1.01M and bringing the position to 54,935 shares worth $1.22M. The position accounts for 0.19% of the portfolio, ranked #73.

Community Financial Services Group first reported a position in IBTH in Q2 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Community Financial Services Group held 54,935 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.22M as of Q3 2026.
  • Community Financial Services Group bought 45,003 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $1.01M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.19% of Community Financial Services Group's portfolio in Q3 2026, its #73 holding.
  • Community Financial Services Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.