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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

TRUE Private Wealth Advisors's IBTH Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 87% in Q2 2026, selling an estimated $32.6M and leaving 222,052 shares worth $4.97M. The position accounts for 0.43% of the portfolio, ranked #43.

TRUE Private Wealth Advisors first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.5M in Q2 2025. 97 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • TRUE Private Wealth Advisors held 222,052 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $4.97M as of Q2 2026.
  • TRUE Private Wealth Advisors sold 1,455,971 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $32.6M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.43% of TRUE Private Wealth Advisors's portfolio in Q2 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 6 quarters since.
  • TRUE Private Wealth Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $44.5M in Q2 2025.
  • 97 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.