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Beverly Hills Private Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Beverly Hills Private Wealth’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
2024
Q4 		– Sell
-38,028
Closed -$861K – 345
2024
Q3 		$861K Sell
38,028
-24,246
-39% -$544K 0.17% 134
2024
Q2 		$1.37M Sell
62,274
-12,295
-16% -$270K 0.3% 89
2024
Q1 		$1.65M Buy
74,569
+43,701
+142% +$971K 0.38% 68
2023
Q4 		$691K Buy
+30,868
New +$678K 0.18% 122

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Beverly Hills Private Wealth's IBTH Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2024, closing a stake of 38,028 shares — an estimated $861K sold.

Beverly Hills Private Wealth first reported a position in IBTH in Q4 2023 and held it in 4 quarters. The position peaked at $1.65M in Q1 2024. 226 funds tracked by Wall St. Rank hold IBTH as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 38,028 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2024, an estimated $861K.
  • Beverly Hills Private Wealth first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.65M in Q1 2024.
  • 226 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.