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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Robbins Farley's IBTH Position: Q1 2026 in Review

Robbins Farley reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 35% in Q1 2026, selling an estimated $11.1K and leaving 904 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #99.

Robbins Farley first reported a position in IBTH in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.7K in Q1 2023. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Robbins Farley held 904 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $20.3K as of Q1 2026.
Robbins Farley sold 493 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $11.1K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Robbins Farley's portfolio in Q1 2026, its #99 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
Robbins Farley's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $32.7K in Q1 2023.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.