Autumn Glory Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Autumn Glory 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	$362K	Buy	16,203 +2,728	+20%	+$61.1K	0.1%	156
2026 Q1	$302K	Buy	13,475 +28	+0.2%	+$629	0.11%	166
2025 Q4	$302K	Buy	13,447 +58	+0.4%	+$1.3K	0.11%	164
2025 Q3	$302K	Buy	13,389 +1,020	+8%	+$22.9K	0.12%	156
2025 Q2	$278K	Sell	12,369 -279	-2%	-$6.25K	0.13%	149
2025 Q1	$284K	Hold	12,648	–	–	0.14%	140
2024 Q4	$281K	Sell	12,648 -316	-2%	-$7.04K	0.14%	142
2024 Q3	$293K	Hold	12,964	–	–	0.11%	165
2024 Q2	$286K	Buy	12,964 +137	+1%	+$3.01K	0.15%	132
2024 Q1	$284K	Hold	12,827	–	–	0.14%	130
2023 Q4	$287K	Buy	12,827 +761	+6%	+$16.7K	0.16%	122
2023 Q3	$264K	Buy	+12,066	New	+$265K	0.16%	124

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

Autumn Glory Partners's IBTH Position: Q2 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 20% in Q2 2026, buying an estimated $61.1K and bringing the position to 16,203 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #156.

Autumn Glory Partners first reported a position in IBTH in Q3 2023 and has held it in 12 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Autumn Glory Partners held 16,203 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $362K as of Q2 2026.
Autumn Glory Partners bought 2,728 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $61.1K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.1% of Autumn Glory Partners's portfolio in Q2 2026, its #156 holding.
Autumn Glory Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.