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

Stephens Consulting’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
2025 Q4	$7.5K	Hold	334	–	–	﹤0.01%	264
2025 Q3	$7.52K	Hold	334	–	–	﹤0.01%	250
2025 Q2	$7.51K	Hold	334	–	–	﹤0.01%	359
2025 Q1	$7.49K	Hold	334	–	–	﹤0.01%	357
2024 Q4	$7.41K	Hold	334	–	–	﹤0.01%	382
2024 Q3	$7.56K	Hold	334	–	–	﹤0.01%	364
2024 Q2	$7.37K	Hold	334	–	–	﹤0.01%	371
2024 Q1	$7.4K	Hold	334	–	–	﹤0.01%	337
2023 Q4	$7.48K	Buy	+334	New	+$7.33K	﹤0.01%	341

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stephens Consulting's IBTH Position: Q4 2025 in Review

Stephens Consulting held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q4 2025 at 334 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Stephens Consulting first reported a position in IBTH in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.56K in Q3 2024. 300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

Stephens Consulting held 334 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $7.5K as of Q4 2025.
Stephens Consulting left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q4 2025.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #264 holding.
Stephens Consulting first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Stephens Consulting's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $7.56K in Q3 2024.
300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.