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

Strategic Blueprint’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	–	Sell	-298,946	Closed	-$6.73M	–	706
2025 Q3	$6.73M	Buy	298,946 +73,934	+33%	+$1.66M	0.29%	89
2025 Q2	$5.06M	Buy	225,012 +50,212	+29%	+$1.12M	0.25%	103
2025 Q1	$3.92M	Buy	174,800 +53,400	+44%	+$1.19M	0.21%	109
2024 Q4	$2.69M	Buy	121,400 +18,829	+18%	+$420K	0.16%	122
2024 Q3	$2.32M	Buy	102,571 +48,399	+89%	+$1.09M	0.14%	134
2024 Q2	$1.2M	Buy	54,172 +29,988	+124%	+$659K	0.08%	218
2024 Q1	$536K	Buy	24,184 +10,131	+72%	+$225K	0.04%	368
2023 Q4	$315K	Buy	+14,053	New	+$309K	0.03%	438

Other funds holding IBTH

HPC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Strategic Blueprint's IBTH Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2025, closing a stake of 298,946 shares — an estimated $6.73M sold.

Strategic Blueprint first reported a position in IBTH in Q4 2023 and held it in 8 quarters. The position peaked at $6.73M in Q3 2025. 300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

Strategic Blueprint reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 298,946 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2025, an estimated $6.73M.
Strategic Blueprint first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Strategic Blueprint's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $6.73M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.