BSC
IBTH icon

BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.99M Buy
89,266
+38,145
+75% +$852K 0.07% 267
2026
Q2 		$1.14M Buy
51,121
+37,793
+284% +$846K 0.04% 390
2026
Q1 		$299K Buy
+13,328
New +$299K 0.01% 689

Other funds holding IBTH

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBTH Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 75% in Q3 2026, buying an estimated $852K and bringing the position to 89,266 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #267.

BOLTON SECURITIES CORPORATION first reported a position in IBTH in Q1 2026 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 89,266 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.99M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 38,145 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $852K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #267 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.