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Great Diamond Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Great Diamond Partners’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 		$1.3M Buy
58,293
+16,333
+39% +$366K 0.22% 103
2026
Q1 		$941K Buy
41,960
+19,604
+88% +$440K 0.18% 117
2025
Q4 		$502K Buy
22,356
+7,103
+47% +$160K 0.1% 159
2025
Q3 		$343K Buy
+15,253
New +$342K 0.07% 176

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Great Diamond Partners's IBTH Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 39% in Q2 2026, buying an estimated $366K and bringing the position to 58,293 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #103.

Great Diamond Partners first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Great Diamond Partners held 58,293 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.3M as of Q2 2026.
  • Great Diamond Partners bought 16,333 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $366K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.22% of Great Diamond Partners's portfolio in Q2 2026, its #103 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.