XY Planning Network
IBTH icon

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
Q3 		$345K Buy
15,449
+3,189
+26% +$71.2K 0.04% 300
2026
Q2 		$274K Buy
+12,260
New +$274K 0.03% 296

Other funds holding IBTH

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

XY Planning Network's IBTH Position: Q3 2026 in Review

XY Planning Network increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 26% in Q3 2026, buying an estimated $71.2K and bringing the position to 15,449 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #300.

XY Planning Network first reported a position in IBTH in Q2 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • XY Planning Network held 15,449 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $345K as of Q3 2026.
  • XY Planning Network bought 3,189 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $71.2K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #300 holding.
  • XY Planning Network first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.