FAC
IBTH icon

Financial Advisory Corporation’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Financial Advisory Corporation’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 		$29.8M Buy
1,331,948
+126,271
+10% +$2.83M 3.95% 11
2026
Q1 		$27M Buy
1,205,677
+245,584
+26% +$5.52M 3.76% 11
2025
Q4 		$21.6M Buy
960,093
+147,243
+18% +$3.31M 3.14% 11
2025
Q3 		$18.3M Buy
812,850
+30,305
+4% +$680K 2.7% 11
2025
Q2 		$17.6M Buy
782,545
+5,678
+0.7% +$127K 2.7% 10
2025
Q1 		$17.4M Buy
776,867
+758,245
+4,072% +$16.9M 2.88% 10
2024
Q4 		$413K Buy
+18,622
New +$415K 0.07% 28

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BCM
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CCWA
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FB
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MA
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SWM
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return