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

Signature Wealth Management Group’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	$393K	Hold	17,511	–	–	0.15%	103
2025 Q4	$393K	Hold	17,511	–	–	0.16%	85
2025 Q3	$394K	Sell	17,511 -5,950	-25%	-$134K	0.15%	90
2025 Q2	$528K	Sell	23,461 -402	-2%	-$9.01K	0.21%	84
2025 Q1	$535K	Buy	23,863 +4,633	+24%	+$103K	0.21%	88
2024 Q4	$427K	Buy	19,230 +2,814	+17%	+$62.7K	0.17%	89
2024 Q3	$372K	Sell	16,416 -60	-0.4%	-$1.34K	0.15%	89
2024 Q2	$364K	Buy	16,476 +241	+1%	+$5.29K	0.16%	90
2024 Q1	$355K	Hold	16,235	–	–	0.16%	90
2023 Q4	$363K	Buy	+16,235	New	+$357K	0.17%	87

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Signature Wealth Management Group's IBTH Position: Q1 2026 in Review

Signature Wealth Management Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 17,511 shares worth $393K. The position accounts for 0.15% of the portfolio, ranked #103.

Signature Wealth Management Group first reported a position in IBTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $535K in Q1 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Signature Wealth Management Group held 17,511 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $393K as of Q1 2026.
Signature Wealth Management Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.15% of Signature Wealth Management Group's portfolio in Q1 2026, its #103 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $535K in Q1 2025.
313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.