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Lokken Investment Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Lokken Investment 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
2025
Q3 		$210K Hold
9,335
– – 0.07% 142
2025
Q2 		$210K Buy
+9,335
New +$209K 0.08% 130

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lokken Investment Group's IBTH Position: Q3 2025 in Review

Lokken Investment Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2025 at 9,335 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #142.

Lokken Investment Group first reported a position in IBTH in Q2 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

  • Lokken Investment Group held 9,335 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $210K as of Q3 2025.
  • Lokken Investment Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.07% of Lokken Investment Group's portfolio in Q3 2025, its #142 holding.
  • Lokken Investment Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.