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 Q3	$290K	Sell	13,000 -1,600	-11%	-$35.7K	0.11%	110
2026 Q2	$327K	Hold	14,600	–	–	0.13%	97
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Yoder Wealth Management's IBTH Position: Q3 2026 in Review

Yoder Wealth Management reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 11% in Q3 2026, selling an estimated $35.7K and leaving 13,000 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #110.

Yoder Wealth Management first reported a position in IBTH in Q1 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2024. 68 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Yoder Wealth Management held 13,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $290K as of Q3 2026.
Yoder Wealth Management sold 1,600 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $35.7K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.11% of Yoder Wealth Management's portfolio in Q3 2026, its #110 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $401K in Q3 2024.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.