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

Scissortail Wealth Management’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 Q2	$1.69M	Buy	75,463 +2,015	+3%	+$45.1K	0.32%	61
2026 Q1	$1.65M	Buy	73,448 +10,665	+17%	+$240K	0.33%	59
2025 Q4	$1.41M	Buy	62,783 +4,555	+8%	+$102K	0.32%	58
2025 Q3	$1.31M	Buy	58,228 +728	+1%	+$16.3K	0.29%	62
2025 Q2	$1.29M	Buy	57,500 +263	+0.5%	+$5.89K	0.31%	63
2025 Q1	$1.28M	Buy	+57,237	New	+$1.27M	0.33%	64

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Scissortail Wealth Management's IBTH Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.7% in Q2 2026, buying an estimated $45.1K and bringing the position to 75,463 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #61.

Scissortail Wealth Management first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Scissortail Wealth Management held 75,463 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.69M as of Q2 2026.
Scissortail Wealth Management bought 2,015 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $45.1K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.32% of Scissortail Wealth Management's portfolio in Q2 2026, its #61 holding.
Scissortail Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.