Connecticut Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
IWC
NA
Connecticut Wealth Management's IBTH Position: Q2 2026 in Review
Connecticut Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 16% in Q2 2026, buying an estimated $4.34M and bringing the position to 1,433,973 shares worth $32.1M. The position accounts for 1.19% of the portfolio, ranked #19.
Connecticut Wealth Management first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- Connecticut Wealth Management held 1,433,973 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $32.1M as of Q2 2026.
- Connecticut Wealth Management bought 193,768 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $4.34M.
- iShares iBonds Dec 2027 Term Treasury ETF made up 1.19% of Connecticut Wealth Management's portfolio in Q2 2026, its #19 holding.
- Connecticut Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
- 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.