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Koss-Olinger Consulting’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Koss-Olinger Consulting’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 		$644K Buy
28,802
+178
+0.6% +$3.98K 0.05% 75
2026
Q1 		$642K Buy
28,624
+57
+0.2% +$1.28K 0.05% 137
2025
Q4 		$642K Buy
28,567
+5,349
+23% +$120K 0.05% 136
2025
Q3 		$522K Hold
23,218
– – 0.04% 198
2025
Q2 		$522K Buy
23,218
+208
+0.9% +$4.66K 0.04% 197
2025
Q1 		$516K Buy
23,010
+563
+3% +$12.5K 0.04% 192
2024
Q4 		$498K Buy
22,447
+662
+3% +$14.8K 0.04% 128
2024
Q3 		$493K Buy
21,785
+455
+2% +$10.2K 0.04% 160
2024
Q2 		$471K Buy
+21,330
New +$469K 0.04% 151

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koss-Olinger Consulting's IBTH Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.62% in Q2 2026, buying an estimated $3.98K and bringing the position to 28,802 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #75.

Koss-Olinger Consulting first reported a position in IBTH in Q2 2024 and has held it in 9 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Koss-Olinger Consulting held 28,802 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $644K as of Q2 2026.
  • Koss-Olinger Consulting bought 178 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $3.98K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Koss-Olinger Consulting's portfolio in Q2 2026, its #75 holding.
  • Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.