Dudley Capital Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Dudley Capital 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	$880K	Hold	39,325	–	–	0.35%	65
2026 Q1	$882K	Buy	+39,325	New	+$884K	0.39%	61

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

Dudley Capital Management's IBTH Position: Q2 2026 in Review

Dudley Capital Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 39,325 shares worth $880K. The position accounts for 0.35% of the portfolio, ranked #65.

Dudley Capital Management first reported a position in IBTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $882K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Dudley Capital Management held 39,325 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $880K as of Q2 2026.
Dudley Capital Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.35% of Dudley Capital Management's portfolio in Q2 2026, its #65 holding.
Dudley Capital Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Dudley Capital Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $882K in Q1 2026.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.