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

Retireful 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
2025
Q3 		– Sell
-133,060
Closed -$2.99M – 132
2025
Q2 		$2.99M Buy
+133,060
New +$2.98M 2.06% 5
2025
Q1 		– Sell
-151,230
Closed -$3.36M – 130
2024
Q4 		$3.36M Buy
+151,230
New +$3.37M 1.89% 8

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Retireful LLC's IBTH Position: Q3 2025 in Review

Retireful LLC sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2025, closing a stake of 133,060 shares — an estimated $2.99M sold.

Retireful LLC first reported a position in IBTH in Q4 2024 and held it in 2 quarters. The position peaked at $3.36M in Q4 2024. 275 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

  • Retireful LLC reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 133,060 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2025, an estimated $2.99M.
  • Retireful LLC first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Retireful LLC's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.36M in Q4 2024.
  • 275 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.