World Equity Group
IBTH icon

World Equity Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

World Equity Group’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 		– Sell
-11,505
Closed -$257K – 317
2026
Q2 		$257K Hold
11,505
– – 0.06% 333
2026
Q1 		$258K Buy
11,505
+444
+4% +$10K 0.07% 320
2025
Q4 		$249K Buy
11,061
+668
+6% +$15K 0.07% 297
2025
Q3 		$234K Buy
+10,393
New +$233K 0.05% 314

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CLA (CliftonLarsonAllen) Wealth Advisors
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Fulton Bank
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Carnegie Investment Counsel
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Capital Investment Advisors
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MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

World Equity Group's IBTH Position: Q3 2026 in Review

World Equity Group sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026, closing a stake of 11,505 shares — an estimated $257K sold.

World Equity Group first reported a position in IBTH in Q3 2025 and held it in 4 quarters. The position peaked at $258K in Q1 2026. 110 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • World Equity Group reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 11,505 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $257K.
  • World Equity Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and held it in 4 quarters.
  • World Equity Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $258K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.