Robbins Farley’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Robbins Farley’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	$20.2K	Hold	904	–	–	0.01%	107
2026 Q2	$20.2K	Hold	904	–	–	0.01%	103
2026 Q1	$20.3K	Sell	904 -493	-35%	-$11.1K	0.01%	99
2025 Q4	$31.4K	Hold	1,397	–	–	0.01%	91
2025 Q3	$31.5K	Hold	1,397	–	–	0.01%	95
2025 Q2	$31.4K	Sell	1,397 -47	-3%	-$1.05K	0.01%	92
2025 Q1	$32.4K	Hold	1,444	–	–	0.02%	84
2024 Q4	$32.1K	Hold	1,444	–	–	0.02%	89
2024 Q3	$32.7K	Hold	1,444	–	–	0.02%	83
2024 Q2	$31.9K	Hold	1,444	–	–	0.02%	88
2024 Q1	$32K	Hold	1,444	–	–	0.02%	87
2023 Q4	$32.3K	Hold	1,444	–	–	0.02%	82
2023 Q3	$31.6K	Buy	1,444 +540	+60%	+$11.9K	0.02%	88
2023 Q2	$20K	Sell	904 -540	-37%	-$12.2K	0.01%	89
2023 Q1	$32.7K	Hold	1,444	–	–	0.02%	81
2022 Q4	$32.1K	Buy	+1,444	New	+$32.1K	0.02%	76

Other funds holding IBTH

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

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

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Robbins Farley's IBTH Position: Q3 2026 in Review

Robbins Farley held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2026 at 904 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #107.

Robbins Farley first reported a position in IBTH in Q4 2022 and has held it in 16 quarters since. The position peaked at $32.7K in Q1 2023. 83 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Robbins Farley held 904 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $20.2K as of Q3 2026.
Robbins Farley left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Robbins Farley's portfolio in Q3 2026, its #107 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
Robbins Farley's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $32.7K in Q1 2023.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.