Level Four 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
Level Four Advisory Services's IBTH Position: Q2 2026 in Review
Level Four Advisory Services increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.03% in Q2 2026, buying an estimated $90 and bringing the position to 12,751 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #784.
Level Four Advisory Services first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- Level Four Advisory Services held 12,751 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $285K as of Q2 2026.
- Level Four Advisory Services bought 4 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $90.
- iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #784 holding.
- Level Four Advisory Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
- Level Four Advisory Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $286K in Q4 2025.
- 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.