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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
Q2 		$221K Buy
+9,932
New +$222K 0.03% 120

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Community Financial Services Group's IBTH Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 9,932 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #120 among its holdings.

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

  • Community Financial Services Group held 9,932 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $221K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #120 holding.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.