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RFP Financial Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

RFP Financial 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
Q1 		– Sell
-11,470
Closed -$258K – 72
2025
Q4 		$258K Sell
11,470
-12,201
-52% -$274K 0.12% 61
2025
Q3 		$533K Sell
23,671
-5,679
-19% -$127K 0.22% 60
2025
Q2 		$660K Buy
29,350
+3,003
+11% +$67.3K 0.27% 51
2025
Q1 		$591K Buy
+26,347
New +$587K 0.24% 63

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFP Financial Group's IBTH Position: Q1 2026 in Review

RFP Financial Group sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 11,470 shares — an estimated $258K sold.

RFP Financial Group first reported a position in IBTH in Q1 2025 and held it in 4 quarters. The position peaked at $660K in Q2 2025. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • RFP Financial Group reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 11,470 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $258K.
  • RFP Financial Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and held it in 4 quarters.
  • RFP Financial Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $660K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.