Avidian Wealth Enterprises’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Avidian Wealth Enterprises’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	$494K	Buy	22,100 +1,563	+8%	+$35K	0.01%	480
2026 Q1	$461K	Buy	20,537 +9,967	+94%	+$224K	0.01%	454
2025 Q4	$238K	Sell	10,570 -400	-4%	-$8.99K	0.01%	525
2025 Q3	$247K	Hold	10,970	–	–	0.01%	509
2025 Q2	$247K	Buy	+10,970	New	+$246K	0.01%	477

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

Avidian Wealth Enterprises's IBTH Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.6% in Q2 2026, buying an estimated $35K and bringing the position to 22,100 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #480.

Avidian Wealth Enterprises first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Avidian Wealth Enterprises held 22,100 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $494K as of Q2 2026.
Avidian Wealth Enterprises bought 1,563 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $35K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #480 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.