Hara Capital’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Hara Capital’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	$94.3K	Sell	4,215 -762	-15%	-$17.1K	0.05%	156
2026 Q1	$112K	Sell	4,977 -720	-13%	-$16.2K	0.06%	146
2025 Q4	$128K	Sell	5,697 -1,702	-23%	-$38.3K	0.07%	136
2025 Q3	$167K	Sell	7,399 -477	-6%	-$10.7K	0.1%	126
2025 Q2	$177K	Hold	7,876	–	–	0.11%	130
2025 Q1	$177K	Sell	7,876 -19,685	-71%	-$438K	0.12%	126
2024 Q4	$612K	Buy	27,561 +15,939	+137%	+$355K	0.39%	63
2024 Q3	$263K	Sell	11,622 -10,180	-47%	-$228K	0.16%	103
2024 Q2	$481K	Sell	21,802 -6,751	-24%	-$148K	0.31%	81
2024 Q1	$633K	Sell	28,553 -6,900	-19%	-$153K	0.38%	57
2023 Q4	$794K	Buy	+35,453	New	+$779K	0.56%	40

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hara Capital's IBTH Position: Q2 2026 in Review

Hara Capital reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 15% in Q2 2026, selling an estimated $17.1K and leaving 4,215 shares worth $94.3K. The position accounts for 0.05% of the portfolio, ranked #156.

Hara Capital first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $794K in Q4 2023. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Hara Capital held 4,215 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $94.3K as of Q2 2026.
Hara Capital sold 762 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $17.1K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Hara Capital's portfolio in Q2 2026, its #156 holding.
Hara Capital first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Hara Capital's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $794K in Q4 2023.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.