Cornerstone Wealth Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cornerstone Wealth 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	$441K	Buy	+19,770	New	+$442K	0.03%	276

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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 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

Cornerstone Wealth Group's IBTH Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 19,770 shares worth $441K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings.

173 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Cornerstone Wealth Group held 19,770 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $441K as of Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Cornerstone Wealth Group position in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q3 2026, its #276 holding.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.