Ameriprise
IBTH icon

Ameriprise’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Ameriprise’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 		$6.52M Buy
290,605
+16,728
+6% +$376K ﹤0.01% 2258
2025
Q4 		$6.15M Buy
273,877
+25,492
+10% +$573K ﹤0.01% 2290
2025
Q3 		$5.58M Buy
248,385
+86,960
+54% +$1.95M ﹤0.01% 2360
2025
Q2 		$3.63M Buy
161,425
+7,296
+5% +$163K ﹤0.01% 2589
2025
Q1 		$3.46M Buy
154,129
+4,282
+3% +$95.4K ﹤0.01% 2573
2024
Q4 		$3.33M Buy
149,847
+20,413
+16% +$455K ﹤0.01% 2642
2024
Q3 		$2.93M Buy
129,434
+52,723
+69% +$1.18M ﹤0.01% 2709
2024
Q2 		$1.69M Buy
76,711
+16,060
+26% +$353K ﹤0.01% 2937
2024
Q1 		$1.34M Buy
60,651
+3,415
+6% +$75.9K ﹤0.01% 3047
2023
Q4 		$1.28M Buy
57,236
+34,778
+155% +$764K ﹤0.01% 3090
2023
Q3 		$491K Buy
22,458
+10,507
+88% +$231K ﹤0.01% 3421
2023
Q2 		$265K Buy
+11,951
New +$269K ﹤0.01% 3644

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return