Cerity Partners
IBTH icon

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

Cerity 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 		$1.28M Sell
57,304
-16,439
-22% -$368K ﹤0.01% 1846
2026
Q1 		$1.65M Buy
73,743
+51,373
+230% +$1.15M ﹤0.01% 1586
2025
Q4 		$503K Buy
22,370
+1,517
+7% +$34.1K ﹤0.01% 2106
2025
Q3 		$470K Hold
20,853
– – ﹤0.01% 2013
2025
Q2 		$469K Sell
20,853
-91
-0.4% -$2.04K ﹤0.01% 1901
2025
Q1 		$470K Buy
20,944
+8
+0% +$178 ﹤0.01% 1792
2024
Q4 		$465K Sell
20,936
-9,068
-30% -$202K ﹤0.01% 1806
2024
Q3 		$679K Buy
30,004
+11,041
+58% +$248K ﹤0.01% 1610
2024
Q2 		$419K Hold
18,963
– – ﹤0.01% 1630
2024
Q1 		$420K Buy
18,963
+3,525
+23% +$78.3K ﹤0.01% 1683
2023
Q4 		$346K Buy
15,438
+1,808
+13% +$39.7K ﹤0.01% 1444
2023
Q3 		$298K Hold
13,630
– – ﹤0.01% 1149
2023
Q2 		$302K Buy
13,630
+1,537
+13% +$34.6K ﹤0.01% 1390
2023
Q1 		$274K Buy
12,093
+2,200
+22% +$49.4K ﹤0.01% 1568
2022
Q4 		$220K Sell
9,893
-3,772
-28% -$83.9K ﹤0.01% 1289
2022
Q3 		$303K Buy
13,665
+3,772
+38% +$86.7K ﹤0.01% 888
2022
Q2 		$229K Buy
+9,893
New +$230K ﹤0.01% 1024
2022
Q1 		– Sell
-29,648
Closed -$745K – 1015
2021
Q4 		$745K Buy
+29,648
New +$747K 0.01% 495

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's IBTH Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 22% in Q2 2026, selling an estimated $368K and leaving 57,304 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Cerity Partners first reported a position in IBTH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q1 2026. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Cerity Partners held 57,304 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.28M as of Q2 2026.
  • Cerity Partners sold 16,439 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $368K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1846 holding.
  • Cerity Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.65M in Q1 2026.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.