Highland Financial Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Highland Financial Advisors’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	$253K	Hold	11,306	–	–	0.06%	68
2026 Q1	$254K	Hold	11,306	–	–	0.07%	60
2025 Q4	$254K	Hold	11,306	–	–	0.07%	56
2025 Q3	$255K	Hold	11,306	–	–	0.07%	53
2025 Q2	$254K	Hold	11,306	–	–	0.08%	49
2025 Q1	$253K	Hold	11,306	–	–	0.09%	50
2024 Q4	$251K	Hold	11,306	–	–	0.09%	49
2024 Q3	$256K	Hold	11,306	–	–	0.09%	47
2024 Q2	$250K	Hold	11,306	–	–	0.09%	48
2024 Q1	$251K	Hold	11,306	–	–	0.1%	50
2023 Q4	$253K	Buy	+11,306	New	+$248K	0.11%	49

Other funds holding IBTH

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return