NVWM LLC’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

NVWM LLC’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 Q3	$1.13M	Buy	+50,511	New	+$1.13M	0.21%	123

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

NVWM LLC's IBTH Position: Q3 2026 in Review

NVWM LLC opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 50,511 shares worth $1.13M. The stake represents 0.21% of the portfolio and ranks #123 among its holdings.

209 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

NVWM LLC held 50,511 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.13M as of Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new NVWM LLC position in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.21% of NVWM LLC's portfolio in Q3 2026, its #123 holding.
209 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.