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	4.31%	2
2026 Q1	$10.2M	Buy	456,390 +69,502	+18%	+$1.56M	4.51%	2
2025 Q4	$8.69M	Buy	386,888 +24,540	+7%	+$552K	3.79%	5
2025 Q3	$8.16M	Buy	362,348 +25,600	+8%	+$575K	3.8%	5
2025 Q2	$7.57M	Buy	336,748 +15,171	+5%	+$340K	3.82%	5
2025 Q1	$7.21M	Buy	321,577 +28,722	+10%	+$640K	4.12%	5
2024 Q4	$6.5M	Buy	292,855 +71,756	+32%	+$1.6M	3.56%	3
2024 Q3	$5M	Buy	221,099 +33,739	+18%	+$757K	2.84%	9
2024 Q2	$4.14M	Buy	187,360 +58,614	+46%	+$1.29M	2.47%	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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return