Avantax Planning Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Avantax Planning 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	$1.34M	Sell	59,884 -6	-0%	-$134	0.03%	179
2026 Q1	$1.34M	Buy	+59,890	New	+$1.35M	0.04%	165
2024 Q2	–	Sell	-9,733	Closed	-$216K	–	483
2024 Q1	$216K	Buy	+9,733	New	+$216K	0.01%	432

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

Avantax Planning Partners's IBTH Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.01% in Q2 2026, selling an estimated $134 and leaving 59,884 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #179.

Avantax Planning Partners first reported a position in IBTH in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Avantax Planning Partners held 59,884 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.34M as of Q2 2026.
Avantax Planning Partners sold 6 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $134.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #179 holding.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 3 quarters since.
Avantax Planning Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.34M in Q1 2026.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.