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Toth Financial Advisory’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-2,646
Closed -$59.4K – 933
2026
Q1 		$59.4K Sell
2,646
-1,058
-29% -$23.8K 0.01% 337
2025
Q4 		$83.2K Buy
+3,704
New +$83.3K 0.01% 283

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Toth Financial Advisory's IBTH Position: Q2 2026 in Review

Toth Financial Advisory sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 2,646 shares — an estimated $59.4K sold.

Toth Financial Advisory first reported a position in IBTH in Q4 2025 and held it in 2 quarters. The position peaked at $83.2K in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Toth Financial Advisory reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 2,646 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $59.4K.
  • Toth Financial Advisory first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Toth Financial Advisory's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $83.2K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.