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Arax Advisory Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Arax Advisory Partners’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 		$34.9M Buy
+1,559,602
New +$34.9M 0.23% 81

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Arax Advisory Partners's IBTH Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 1,559,602 shares worth $34.9M. The stake represents 0.23% of the portfolio and ranks #81 among its holdings.

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

  • Arax Advisory Partners held 1,559,602 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $34.9M as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Arax Advisory Partners position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.23% of Arax Advisory Partners's portfolio in Q2 2026, its #81 holding.
  • 209 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.