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Kohmann Bosshard Financial Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-2,191
Closed -$49.2K – 385
2025
Q4 		$49.2K Buy
+2,191
New +$49.3K ﹤0.01% 538
2025
Q1 		– Sell
-2,121
Closed -$47.1K – 503
2024
Q4 		$47.1K Buy
+2,121
New +$47.3K 0.01% 338

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $530B 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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Kohmann Bosshard Financial Services's IBTH Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 2,191 shares — an estimated $49.2K sold.

Kohmann Bosshard Financial Services first reported a position in IBTH in Q4 2024 and held it in 2 quarters. The position peaked at $49.2K in Q4 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2,191 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $49.2K.
  • Kohmann Bosshard Financial Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $49.2K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.