IBTH — ISHARES IBONDS TERM TREASURY ETF IV

Ownership history in FSA Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which FSA Wealth Management LLC reported a position in ISHARES IBONDS TERM TREASURY ETF IV (IBTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 92 — — 0.00% $2K $21.85
% of Fund (quarterly)    IBTH price (monthly, adj. close)

Other funds also holding IBTH

As of 2025 Q4 — sorted by position size

MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.58% Wealth Management Strategies, Inc. 5.33% EIGHT 31 FINANCIAL, LLC 4.49% TRUE Private Wealth Advisors 3Y 7Y 4.39% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.73% Atlantic Private Wealth, LLC 3Y 2.81% HM PAYSON & CO 3Y 7Y 2.35% GLOBALT Investments LLC / GA 2.32% Old Port Advisors 3Y 7Y 1.81%
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