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

SWMG LLC’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	$31.6M	Buy	+1,417,277	New	+$31.7M	6.93%	3

Other funds holding IBTH

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

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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

SWMG LLC's IBTH Position: Q3 2026 in Review

SWMG LLC opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 1,417,277 shares worth $31.6M. The stake represents 6.93% of the portfolio and ranks #3 among its holdings.

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

SWMG LLC held 1,417,277 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $31.6M as of Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new SWMG LLC position in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 6.93% of SWMG LLC's portfolio in Q3 2026, its #3 holding.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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