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Larson Financial Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Larson Financial Group’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 		$1.19K Hold
53
– – ﹤0.01% 3258
2026
Q1 		$1.19K Buy
+53
New +$1.19K ﹤0.01% 3102

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

Larson Financial Group's IBTH Position: Q2 2026 in Review

Larson Financial Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 53 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Larson Financial Group first reported a position in IBTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Larson Financial Group held 53 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.19K as of Q2 2026.
  • Larson Financial Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3258 holding.
  • Larson Financial Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Larson Financial Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.19K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.