Opus Capital Group
IBTH icon

Opus Capital Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Opus Capital 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
Q3 		$352K Hold
15,782
– – 0.03% 100
2026
Q2 		$353K Hold
15,782
– – 0.03% 97
2026
Q1 		$354K Hold
15,782
– – 0.04% 96
2025
Q4 		$355K Buy
15,782
+1,332
+9% +$30K 0.04% 87
2025
Q3 		$325K Buy
+14,450
New +$324K 0.04% 95

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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Opus Capital Group's IBTH Position: Q3 2026 in Review

Opus Capital Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2026 at 15,782 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #100.

Opus Capital Group first reported a position in IBTH in Q3 2025 and has held it in 5 quarters since. The position peaked at $355K in Q4 2025. 209 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Opus Capital Group held 15,782 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $352K as of Q3 2026.
  • Opus Capital Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Opus Capital Group's portfolio in Q3 2026, its #100 holding.
  • Opus Capital Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Opus Capital Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $355K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.