TRUE Private Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

TRUE Private Wealth Advisors’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	$4.94M	Sell	221,130 -922	-0.4%	-$20.6K	0.42%	43
2026 Q2	$4.97M	Sell	222,052 -1,455,971	-87%	-$32.6M	0.43%	43
2026 Q1	$37.6M	Sell	1,678,023 -271,862	-14%	-$6.11M	3.59%	8
2025 Q4	$43.8M	Sell	1,949,885 -25,343	-1%	-$570K	4.39%	2
2025 Q3	$44.5M	Sell	1,975,228 -4,405	-0.2%	-$98.9K	4.54%	2
2025 Q2	$44.5M	Buy	1,979,633 +583,522	+42%	+$13.1M	5%	2
2025 Q1	$31.3M	Buy	+1,396,111	New	+$31.1M	3.8%	9

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

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 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

TRUE Private Wealth Advisors's IBTH Position: Q3 2026 in Review

TRUE Private Wealth Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.42% in Q3 2026, selling an estimated $20.6K and leaving 221,130 shares worth $4.94M. The position accounts for 0.42% of the portfolio, ranked #43.

TRUE Private Wealth Advisors first reported a position in IBTH in Q1 2025 and has held it in 7 quarters since. The position peaked at $44.5M in Q2 2025. 110 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

TRUE Private Wealth Advisors held 221,130 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $4.94M as of Q3 2026.
TRUE Private Wealth Advisors sold 922 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $20.6K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.42% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #43 holding.
TRUE Private Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
TRUE Private Wealth Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $44.5M in Q2 2025.
110 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.