Connecticut Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Connecticut Wealth Management’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	$36.3M	Buy	1,625,542 +191,569	+13%	+$4.28M	1.33%	18
2026 Q2	$32.1M	Buy	1,433,973 +193,768	+16%	+$4.34M	1.19%	19
2026 Q1	$27.8M	Buy	1,240,205 +1,030,037	+490%	+$23.1M	1.17%	20
2025 Q4	$4.72M	Buy	210,168 +200,095	+1,986%	+$4.5M	0.21%	58
2025 Q3	$227K	Sell	10,073 -2,772	-22%	-$62.2K	0.01%	306
2025 Q2	$289K	Buy	+12,845	New	+$288K	0.01%	262

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Connecticut Wealth Management's IBTH Position: Q3 2026 in Review

Connecticut Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 13% in Q3 2026, buying an estimated $4.28M and bringing the position to 1,625,542 shares worth $36.3M. The position accounts for 1.33% of the portfolio, ranked #18.

Connecticut Wealth Management first reported a position in IBTH in Q2 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Connecticut Wealth Management held 1,625,542 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $36.3M as of Q3 2026.
Connecticut Wealth Management bought 191,569 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $4.28M.
iShares iBonds Dec 2027 Term Treasury ETF made up 1.33% of Connecticut Wealth Management's portfolio in Q3 2026, its #18 holding.
Connecticut Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
156 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.