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

Shelton 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 		$10.9M Buy
486,876
+30,486
+7% +$682K 4.27% 2
2026
Q1 		$10.2M Buy
456,390
+69,502
+18% +$1.56M 4.48% 2
2025
Q4 		$8.69M Buy
386,888
+24,540
+7% +$552K 3.73% 5
2025
Q3 		$8.16M Buy
362,348
+25,600
+8% +$575K 3.69% 5
2025
Q2 		$7.57M Buy
336,748
+15,171
+5% +$340K 3.65% 5
2025
Q1 		$7.21M Buy
321,577
+28,722
+10% +$640K 3.92% 5
2024
Q4 		$6.5M Buy
292,855
+71,756
+32% +$1.6M 3.36% 3
2024
Q3 		$5M Buy
221,099
+33,739
+18% +$757K 2.72% 9
2024
Q2 		$4.14M Buy
187,360
+58,614
+46% +$1.29M 2.35% 11
2024
Q1 		$2.85M Buy
128,746
+41,705
+48% +$927K 1.79% 16
2023
Q4 		$1.95M Buy
+87,041
New +$1.91M 1.38% 19

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Shelton Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 6.7% in Q2 2026, buying an estimated $682K and bringing the position to 486,876 shares worth $10.9M. The position accounts for 4.27% of the portfolio, ranked #2.

Shelton Wealth Management first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Shelton Wealth Management held 486,876 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $10.9M as of Q2 2026.
  • Shelton Wealth Management bought 30,486 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $682K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 4.27% of Shelton Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Shelton Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.