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

KFG 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 Q2	$1.64M	Buy	73,356 +2,524	+4%	+$56.5K	0.19%	66
2026 Q1	$1.59M	Buy	70,832 +10,766	+18%	+$242K	0.21%	61
2025 Q4	$1.35M	Buy	60,066 +38,403	+177%	+$864K	0.18%	67
2025 Q3	$488K	Buy	21,663 +7,310	+51%	+$164K	0.07%	133
2025 Q2	$323K	Buy	14,353 +1,158	+9%	+$25.9K	0.05%	156
2025 Q1	$296K	Buy	13,195 +2,508	+23%	+$55.9K	0.05%	158
2024 Q4	$237K	Buy	10,687 +731	+7%	+$16.3K	0.04%	169
2024 Q3	$225K	Buy	+9,956	New	+$223K	0.05%	171

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KFG Wealth Management's IBTH Position: Q2 2026 in Review

KFG Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.6% in Q2 2026, buying an estimated $56.5K and bringing the position to 73,356 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #66.

KFG Wealth Management first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

KFG Wealth Management held 73,356 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.64M as of Q2 2026.
KFG Wealth Management bought 2,524 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $56.5K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.19% of KFG Wealth Management's portfolio in Q2 2026, its #66 holding.
KFG Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.