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 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 -27,561	-78%	-$614K	0.12%	126
2024 Q4	$787K	Buy	35,437 +23,815	+205%	+$531K	0.25%	94
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hara Capital's IBTH Position: Q1 2026 in Review

Hara Capital reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 13% in Q1 2026, selling an estimated $16.2K and leaving 4,977 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #146.

Hara Capital first reported a position in IBTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $794K in Q4 2023. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Hara Capital held 4,977 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $112K as of Q1 2026.
Hara Capital sold 720 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $16.2K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.06% of Hara Capital's portfolio in Q1 2026, its #146 holding.
Hara Capital first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Hara Capital's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $794K in Q4 2023.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.