Cedar Cove Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cedar Cove Wealth 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	$2.25M	Buy	+100,519	New	+$2.25M	1.06%	22

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

Cedar Cove Wealth Partners's IBTH Position: Q2 2026 in Review

Cedar Cove Wealth Partners opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 100,519 shares worth $2.25M. The stake represents 1.06% of the portfolio and ranks #22 among its holdings.

310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Cedar Cove Wealth Partners held 100,519 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.25M as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Cedar Cove Wealth Partners position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 1.06% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #22 holding.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.