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Summit Financial Strategies’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Summit Financial Strategies’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 		$200K Buy
+8,971
New +$200K 0.01% 157

Other funds holding IBTH

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Summit Financial Strategies's IBTH Position: Q3 2026 in Review

Summit Financial Strategies opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 8,971 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings.

42 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Summit Financial Strategies held 8,971 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $200K as of Q3 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Summit Financial Strategies position in Q3 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #157 holding.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.