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IBTH icon

Gradient Investments’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Gradient Investments’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 		$5.61M Buy
251,359
+111,945
+80% +$2.5M 0.08% 199
2026
Q2 		$3.12M Sell
139,414
-7,195
-5% -$161K 0.04% 227
2026
Q1 		$3.29M Sell
146,609
-21,974
-13% -$494K 0.05% 219
2025
Q4 		$3.79M Buy
168,583
+123,697
+276% +$2.78M 0.06% 176
2025
Q3 		$1.01M Sell
44,886
-7,601
-14% -$171K 0.02% 259
2025
Q2 		$1.18M Buy
52,487
+58
+0.1% +$1.3K 0.02% 224
2025
Q1 		$1.18M Sell
52,429
-8,918
-15% -$199K 0.02% 189
2024
Q4 		$1.36M Buy
+61,347
New +$1.37M 0.03% 178
2024
Q3 		– Sell
-5,497
Closed -$121K – 774
2024
Q2 		$121K Sell
5,497
-235
-4% -$5.16K ﹤0.01% 374
2024
Q1 		$127K Buy
5,732
+1,350
+31% +$30K ﹤0.01% 334
2023
Q4 		$98.1K Buy
4,382
+910
+26% +$20K ﹤0.01% 424
2023
Q3 		$75.9K Buy
3,472
+676
+24% +$14.9K ﹤0.01% 433
2023
Q2 		$61.9K Buy
2,796
+332
+13% +$7.48K ﹤0.01% 471
2023
Q1 		$55.8K Buy
2,464
+1,545
+168% +$34.7K ﹤0.01% 479
2022
Q4 		$20.4K Sell
919
-106
-10% -$2.36K ﹤0.01% 682
2022
Q3 		$23K Sell
1,025
-408
-28% -$9.38K ﹤0.01% 641
2022
Q2 		$33K Buy
+1,433
New +$33.3K ﹤0.01% 546

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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Gradient Investments's IBTH Position: Q3 2026 in Review

Gradient Investments increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 80% in Q3 2026, buying an estimated $2.5M and bringing the position to 251,359 shares worth $5.61M. The position accounts for 0.08% of the portfolio, ranked #199.

Gradient Investments first reported a position in IBTH in Q2 2022 and has held it in 17 quarters since. 18 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Gradient Investments held 251,359 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $5.61M as of Q3 2026.
  • Gradient Investments bought 111,945 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $2.5M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.08% of Gradient Investments's portfolio in Q3 2026, its #199 holding.
  • Gradient Investments first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.