Paladin Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Paladin Wealth’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	$335K	Buy	+15,007	New	+$335K	0.18%	133

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

Paladin Wealth's IBTH Position: Q3 2026 in Review

Paladin Wealth opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 15,007 shares worth $335K. The stake represents 0.18% of the portfolio and ranks #133 among its holdings.

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

Paladin Wealth held 15,007 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $335K as of Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Paladin Wealth position in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.18% of Paladin Wealth's portfolio in Q3 2026, its #133 holding.
209 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.