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

MKT Advisors’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	$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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return