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
Q3
$237K Buy
10,598
+62
+0.6% +$1.38K 0.01% 830
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: Q3 2026 in Review

IFG Advisory increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.59% in Q3 2026, buying an estimated $1.38K and bringing the position to 10,598 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #830.

IFG Advisory first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • IFG Advisory held 10,598 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $237K as of Q3 2026.
  • IFG Advisory bought 62 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $1.38K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #830 holding.
  • IFG Advisory first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.