Yoder Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Yoder Wealth 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	$327K	Hold	14,600	–	–	0.15%	87
2025 Q4	$328K	Hold	14,600	–	–	0.15%	87
2025 Q3	$329K	Buy	+14,600	New	+$328K	0.16%	80
2024 Q4	–	Sell	-17,700	Closed	-$401K	–	115
2024 Q3	$401K	Hold	17,700	–	–	0.24%	66
2024 Q2	$391K	Hold	17,700	–	–	0.25%	66
2024 Q1	$392K	Buy	+17,700	New	+$393K	0.26%	65

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

Yoder Wealth Management's IBTH Position: Q1 2026 in Review

Yoder Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 14,600 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #87.

Yoder Wealth Management first reported a position in IBTH in Q1 2024 and has held it in 6 quarters since. The position peaked at $401K in Q3 2024. 312 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Yoder Wealth Management held 14,600 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $327K as of Q1 2026.
Yoder Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.15% of Yoder Wealth Management's portfolio in Q1 2026, its #87 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 6 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $401K in Q3 2024.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.