KWM
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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
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 $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return