Beacon Pointe Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Beacon Pointe Advisors’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	$970K	Buy	43,383 +13,875	+47%	+$311K	﹤0.01%	1051
2026 Q1	$662K	Buy	29,508 +2,475	+9%	+$55.6K	﹤0.01%	1172
2025 Q4	$607K	Buy	27,033 +1,458	+6%	+$32.8K	﹤0.01%	1006
2025 Q3	$576K	Sell	25,575 -2,021	-7%	-$45.4K	﹤0.01%	963
2025 Q2	$621K	Buy	27,596 +1,902	+7%	+$42.6K	0.01%	821
2025 Q1	$576K	Buy	25,694 +8,581	+50%	+$191K	0.01%	812
2024 Q4	$380K	Buy	17,113 +2,256	+15%	+$50.3K	﹤0.01%	923
2024 Q3	$336K	Buy	14,857 +1,268	+9%	+$28.4K	﹤0.01%	985
2024 Q2	$300K	Buy	13,589 +424	+3%	+$9.32K	﹤0.01%	1049
2024 Q1	$292K	Buy	13,165 +168	+1%	+$3.73K	﹤0.01%	1122
2023 Q4	$291K	Buy	12,997 +3,523	+37%	+$77.4K	﹤0.01%	1092
2023 Q3	$207K	Buy	+9,474	New	+$208K	﹤0.01%	1218

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

Beacon Pointe Advisors's IBTH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 47% in Q2 2026, buying an estimated $311K and bringing the position to 43,383 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Beacon Pointe Advisors first reported a position in IBTH in Q3 2023 and has held it in 12 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Beacon Pointe Advisors held 43,383 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $970K as of Q2 2026.
Beacon Pointe Advisors bought 13,875 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $311K.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1051 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.