Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Woodley Farra Manion Portfolio Management’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 Q1	$765K	Buy	34,116 +4,021	+13%	+$90.3K	0.04%	80
2025 Q4	$676K	Buy	30,095 +8,163	+37%	+$184K	0.03%	80
2025 Q3	$494K	Buy	21,932 +976	+5%	+$21.9K	0.02%	83
2025 Q2	$471K	Buy	20,956 +2,842	+16%	+$63.7K	0.02%	81
2025 Q1	$406K	Buy	18,114 +6,373	+54%	+$142K	0.02%	82
2024 Q4	$261K	Buy	+11,741	New	+$262K	0.01%	90

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IBTH Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 13% in Q1 2026, buying an estimated $90.3K and bringing the position to 34,116 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #80.

Woodley Farra Manion Portfolio Management first reported a position in IBTH in Q4 2024 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Woodley Farra Manion Portfolio Management held 34,116 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $765K as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 4,021 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $90.3K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #80 holding.
Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.