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 Q3	$1.53M	Buy	68,371 +10,078	+17%	+$225K	0.26%	95
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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Great Diamond Partners's IBTH Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 17% in Q3 2026, buying an estimated $225K and bringing the position to 68,371 shares worth $1.53M. The position accounts for 0.26% of the portfolio, ranked #95.

Great Diamond Partners first reported a position in IBTH in Q3 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Great Diamond Partners held 68,371 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.53M as of Q3 2026.
Great Diamond Partners bought 10,078 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $225K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.26% of Great Diamond Partners's portfolio in Q3 2026, its #95 holding.
Great Diamond Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.