Horizons Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Horizons Wealth Management’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	$1.06M	Buy	47,322 +1,056	+2%	+$23.7K	0.7%	27
2025 Q4	$1.04M	Buy	46,266 +1,451	+3%	+$32.6K	0.68%	27
2025 Q3	$1.01M	Buy	44,815 +2,556	+6%	+$57.4K	0.69%	27
2025 Q2	$950K	Buy	42,259 +2,011	+5%	+$45.1K	0.68%	28
2025 Q1	$902K	Buy	40,248 +1,036	+3%	+$23.1K	0.67%	28
2024 Q4	$870K	Buy	39,212 +29,236	+293%	+$652K	0.66%	29
2024 Q3	$226K	Buy	9,976 +510	+5%	+$11.4K	0.17%	61
2024 Q2	$210K	Buy	9,466 +6,908	+270%	+$152K	0.17%	62
2024 Q1	$57.3K	Hold	2,558	–	–	0.04%	85
2023 Q4	$57.3K	Buy	2,558 +504	+25%	+$11.1K	0.04%	85
2023 Q3	$44.9K	Buy	2,054 +985	+92%	+$21.7K	0.03%	92
2023 Q2	$23.7K	Hold	1,069	–	–	0.02%	129
2023 Q1	$24.2K	Buy	+1,069	New	+$24K	0.02%	115

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

Horizons Wealth Management's IBTH Position: Q1 2026 in Review

Horizons Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.3% in Q1 2026, buying an estimated $23.7K and bringing the position to 47,322 shares worth $1.06M. The position accounts for 0.7% of the portfolio, ranked #27.

Horizons Wealth Management first reported a position in IBTH in Q1 2023 and has held it in 13 quarters since. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Horizons Wealth Management held 47,322 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.06M as of Q1 2026.
Horizons Wealth Management bought 1,056 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $23.7K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.7% of Horizons Wealth Management's portfolio in Q1 2026, its #27 holding.
Horizons Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.