MKT Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.8M Buy
840,464
+36,331
+5% +$813K 5.83% 5
2026
Q1
$18M Buy
804,133
+23,053
+3% +$518K 6.03% 4
2025
Q4
$17.6M Buy
781,080
+210,801
+37% +$4.74M 5.99% 3
2025
Q3
$12.8M Buy
570,279
+9,560
+2% +$215K 4.77% 4
2025
Q2
$12.6M Buy
560,719
+18,120
+3% +$406K 4.97% 5
2025
Q1
$12.2M Buy
542,599
+18,578
+4% +$414K 5.71% 5
2024
Q4
$11.6M Buy
524,021
+149,891
+40% +$3.34M 5.07% 6
2024
Q3
$8.45M Buy
374,130
+36,536
+11% +$819K 3.96% 8
2024
Q2
$7.46M Buy
337,594
+75,660
+29% +$1.66M 3.71% 7
2024
Q1
$5.72M Buy
261,934
+168,044
+179% +$3.73M 3.14% 7
2023
Q4
$2.09M Buy
93,890
+55,204
+143% +$1.21M 1.38% 12
2023
Q3
$839K Buy
38,686
+26,170
+209% +$576K 0.64% 28
2023
Q2
$277K Buy
+12,516
New +$282K 0.2% 103

Other funds holding IBTH

MKT Advisors's IBTH Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.5% in Q2 2026, buying an estimated $813K and bringing the position to 840,464 shares worth $18.8M. The position accounts for 5.83% of the portfolio, ranked #5.

MKT Advisors first reported a position in IBTH in Q2 2023 and has held it in 13 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • MKT Advisors held 840,464 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $18.8M as of Q2 2026.
  • MKT Advisors bought 36,331 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $813K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 5.83% of MKT Advisors's portfolio in Q2 2026, its #5 holding.
  • MKT Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.