IFG Advisory’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Buy
+10,536
New +$236K 0.01% 822
2026
Q1
Sell
-10,434
Closed -$234K 586
2025
Q4
$234K Buy
10,434
+298
+3% +$6.7K 0.01% 698
2025
Q3
$228K Buy
+10,136
New +$228K 0.01% 716

Other funds holding IBTH

IFG Advisory's IBTH Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 10,536 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBTH as recently as Q4 2025.

IFG Advisory first reported a position in IBTH in Q3 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • IFG Advisory held 10,536 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $236K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new IFG Advisory position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #822 holding.
  • IFG Advisory first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.