IBTH — iShares iBonds Dec 2027 Term T

Ownership history in GLOBALT Investments LLC / GA  ·  9 quarters on record

This page tracks every 13F SEC filing in which GLOBALT Investments LLC / GA reported a position in iShares iBonds Dec 2027 Term T (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.

Peak position
3.06% (2023 Q4)
Avg. % of fund
2.63%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,829,992 -3,052 -0.1% 2.32% $63.6M $22.34
2025 Q3 REDUCED 2,833,044 -50,123 -1.7% 2.33% $63.8M $22.10
2025 Q2 REDUCED 2,883,167 -63,088 -2.1% 2.48% $64.8M $21.85
2025 Q1 REDUCED 2,946,255 -60,655 -2.0% 2.70% $66.1M $21.57
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% 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% Old Port Advisors 3Y 7Y 1.81% Journey Advisory Group, LLC 3Y 1.61%
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