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

DecisionMap 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 Q2	$360K	Buy	16,111 +4,312	+37%	+$96.5K	0.2%	101
2026 Q1	$265K	Hold	11,799	–	–	0.17%	112
2025 Q4	$265K	Buy	11,799 +236	+2%	+$5.31K	0.16%	111
2025 Q3	$260K	Hold	11,563	–	–	0.17%	107
2025 Q2	$260K	Buy	+11,563	New	+$259K	0.18%	105

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DecisionMap Wealth Management's IBTH Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 37% in Q2 2026, buying an estimated $96.5K and bringing the position to 16,111 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #101.

DecisionMap 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.

DecisionMap Wealth Management held 16,111 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $360K as of Q2 2026.
DecisionMap Wealth Management bought 4,312 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $96.5K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.2% of DecisionMap Wealth Management's portfolio in Q2 2026, its #101 holding.
DecisionMap 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 DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.