KPP Advisory Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
IWC
NA
KPP Advisory Services's IBTH Position: Q2 2026 in Review
KPP Advisory Services reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.3% in Q2 2026, selling an estimated $7.5K and leaving 14,240 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #292.
KPP Advisory Services first reported a position in IBTH in Q3 2023 and has held it in 11 quarters since. The position peaked at $327K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- KPP Advisory Services held 14,240 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $319K as of Q2 2026.
- KPP Advisory Services sold 335 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $7.5K.
- iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #292 holding.
- KPP Advisory Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
- KPP Advisory Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $327K in Q1 2026.
- 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.