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

Gilpin 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 		$8.41K Hold
377
– – 0.01% 365
2026
Q2 		$8.43K Hold
377
– – 0.01% 330
2026
Q1 		$8.46K Hold
377
– – 0.01% 304
2025
Q4 		$8.47K Buy
+377
New +$8.48K 0.01% 304

Other funds holding IBTH

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Gilpin Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2026 at 377 shares worth $8.41K. The position accounts for 0.01% of the portfolio, ranked #365.

Gilpin Wealth Management first reported a position in IBTH in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.47K in Q4 2025. 18 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Gilpin Wealth Management held 377 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $8.41K as of Q3 2026.
  • Gilpin Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #365 holding.
  • Gilpin Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $8.47K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.