MIG
IBTH icon

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

McGuire 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
2026
Q2 		$10.1M Buy
451,068
+440,646
+4,228% +$9.86M 0.88% 34
2026
Q1 		$234K Buy
10,422
+771
+8% +$17.3K 0.03% 115
2025
Q4 		$217K Buy
+9,651
New +$217K 0.02% 117

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

McGuire Investment Group's IBTH Position: Q2 2026 in Review

McGuire Investment Group increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4,228% in Q2 2026, buying an estimated $9.86M and bringing the position to 451,068 shares worth $10.1M. The position accounts for 0.88% of the portfolio, ranked #34.

McGuire Investment Group first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • McGuire Investment Group held 451,068 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $10.1M as of Q2 2026.
  • McGuire Investment Group bought 440,646 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $9.86M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.88% of McGuire Investment Group's portfolio in Q2 2026, its #34 holding.
  • McGuire Investment Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.