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Action Point Financial Planning’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Action Point Financial Planning’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
Q2 		$140K Buy
+6,237
New +$140K 0.01% 515

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Action Point Financial Planning's IBTH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 6,237 shares worth $140K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Action Point Financial Planning held 6,237 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $140K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #515 holding.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.