Gould Asset Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Gould Asset 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	$2.16M	Buy	96,560 +1,760	+2%	+$39.4K	0.34%	37
2026 Q1	$2.13M	Buy	94,800 +20	+0%	+$449	0.37%	36
2025 Q4	$2.13M	Buy	94,780 +170	+0.2%	+$3.82K	0.38%	38
2025 Q3	$2.13M	Buy	94,610 +1,325	+1%	+$29.7K	0.4%	33
2025 Q2	$2.1M	Buy	93,285 +3,150	+3%	+$70.6K	0.41%	32
2025 Q1	$2.02M	Hold	90,135	–	–	0.42%	31
2024 Q4	$2M	Buy	+90,135	New	+$2.01M	0.42%	32

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

Gould Asset Management's IBTH Position: Q2 2026 in Review

Gould Asset Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1.9% in Q2 2026, buying an estimated $39.4K and bringing the position to 96,560 shares worth $2.16M. The position accounts for 0.34% of the portfolio, ranked #37.

Gould Asset Management first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Gould Asset Management held 96,560 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.16M as of Q2 2026.
Gould Asset Management bought 1,760 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $39.4K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.34% of Gould Asset Management's portfolio in Q2 2026, its #37 holding.
Gould Asset Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.