SignatureFD’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

SignatureFD’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 Q3	$3.41M	Sell	152,743 -5,863	-4%	-$131K	0.04%	179
2026 Q2	$3.55M	Sell	158,606 -10,307	-6%	-$231K	0.05%	156
2026 Q1	$3.79M	Sell	168,913 -2,155	-1%	-$48.4K	0.06%	126
2025 Q4	$3.84M	Sell	171,068 -1,533	-0.9%	-$34.5K	0.06%	131
2025 Q3	$3.89M	Buy	172,601 +22,263	+15%	+$500K	0.06%	119
2025 Q2	$3.38M	Buy	150,338 +51,159	+52%	+$1.15M	0.06%	131
2025 Q1	$2.22M	Buy	99,179 +46,884	+90%	+$1.04M	0.04%	169
2024 Q4	$1.16M	Buy	52,295 +50,806	+3,412%	+$1.13M	0.02%	297
2024 Q3	$33.7K	Hold	1,489	–	–	﹤0.01%	1796
2024 Q2	$32.9K	Hold	1,489	–	–	﹤0.01%	1725
2024 Q1	$33K	Hold	1,489	–	–	﹤0.01%	1758
2023 Q4	$33.3K	Buy	+1,489	New	+$32.7K	﹤0.01%	1669

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

SignatureFD's IBTH Position: Q3 2026 in Review

SignatureFD reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.7% in Q3 2026, selling an estimated $131K and leaving 152,743 shares worth $3.41M. The position accounts for 0.04% of the portfolio, ranked #179.

SignatureFD first reported a position in IBTH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.89M in Q3 2025. 137 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

SignatureFD held 152,743 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.41M as of Q3 2026.
SignatureFD sold 5,863 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $131K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of SignatureFD's portfolio in Q3 2026, its #179 holding.
SignatureFD first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
SignatureFD's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.89M in Q3 2025.
137 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.