XY Planning Network’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

XY Planning Network’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	$274K	Buy	+12,260	New	+$274K	0.03%	296

Other funds holding IBTH

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

XY Planning Network's IBTH Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 12,260 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings.

97 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

XY Planning Network held 12,260 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $274K as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new XY Planning Network position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #296 holding.
97 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.