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Hamel Associates’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Hamel Associates’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
2025
Q4 		– Sell
-11,597
Closed -$261K – 84
2025
Q3 		$261K Buy
11,597
+1,128
+11% +$25.3K 0.08% 69
2025
Q2 		$235K Buy
+10,469
New +$235K 0.08% 76

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Hamel Associates's IBTH Position: Q4 2025 in Review

Hamel Associates sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2025, closing a stake of 11,597 shares — an estimated $261K sold.

Hamel Associates first reported a position in IBTH in Q2 2025 and held it in 2 quarters. The position peaked at $261K in Q3 2025. 300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

  • Hamel Associates reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hamel Associates sold 11,597 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2025, an estimated $261K.
  • Hamel Associates first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Hamel Associates's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $261K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

Based on Hamel Associates's 13F filing for Q4 2025, filed 11 Feb 2026.