Associated Banc-Corp’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Associated Banc-Corp’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	$1.94M	Buy	86,818 +1,885	+2%	+$42.2K	0.05%	176
2026 Q1	$1.91M	Sell	84,933 -4,884	-5%	-$110K	0.05%	168
2025 Q4	$2.02M	Buy	89,817 +1,719	+2%	+$38.7K	0.05%	169
2025 Q3	$1.98M	Buy	88,098 +3,793	+4%	+$85.1K	0.05%	174
2025 Q2	$1.9M	Buy	84,305 +14,586	+21%	+$327K	0.05%	169
2025 Q1	$1.56M	Buy	69,719 +2,990	+4%	+$66.6K	0.05%	183
2024 Q4	$1.48M	Buy	66,729 +1,929	+3%	+$43K	0.04%	183
2024 Q3	$1.47M	Buy	64,800 +8,176	+14%	+$183K	0.04%	190
2024 Q2	$1.25M	Sell	56,624 -565	-1%	-$12.4K	0.04%	190
2024 Q1	$1.27M	Buy	57,189 +5,428	+10%	+$121K	0.04%	193
2023 Q4	$1.16M	Buy	51,761 +13,504	+35%	+$297K	0.04%	195
2023 Q3	$836K	Buy	38,257 +26,168	+216%	+$576K	0.03%	212
2023 Q2	$268K	Buy	+12,089	New	+$272K	0.01%	272

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Associated Banc-Corp's IBTH Position: Q2 2026 in Review

Associated Banc-Corp increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.2% in Q2 2026, buying an estimated $42.2K and bringing the position to 86,818 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #176.

Associated Banc-Corp first reported a position in IBTH in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Associated Banc-Corp held 86,818 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.94M as of Q2 2026.
Associated Banc-Corp bought 1,885 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $42.2K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Associated Banc-Corp's portfolio in Q2 2026, its #176 holding.
Associated Banc-Corp first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Associated Banc-Corp's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.02M in Q4 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.