Commonwealth Equity Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.98M Buy
401,407
+27,327
+7% +$612K 0.01% 1010
2026
Q1
$8.39M Buy
374,080
+50,998
+16% +$1.15M 0.01% 995
2025
Q4
$7.26M Sell
323,082
-253,767
-44% -$5.71M 0.01% 1080
2025
Q3
$13M Sell
576,849
-26,758
-4% -$601K 0.02% 772
2025
Q2
$13.6M Sell
603,607
-2,248
-0.4% -$50.4K 0.02% 739
2025
Q1
$13.6M Buy
605,855
+44,249
+8% +$985K 0.02% 721
2024
Q4
$12.5M Buy
561,606
+15,586
+3% +$347K 0.02% 721
2024
Q3
$12.4M Sell
546,020
-52,561
-9% -$1.18M 0.02% 727
2024
Q2
$13.2M Buy
598,581
+22,128
+4% +$486K 0.02% 689
2024
Q1
$12.8M Sell
576,453
-2,241
-0.4% -$49.8K 0.02% 672
2023
Q4
$13M Buy
578,694
+291,342
+101% +$6.4M 0.02% 613
2023
Q3
$6.28M Buy
287,352
+195,452
+213% +$4.3M 0.01% 904
2023
Q2
$2.04M Buy
91,900
+2,465
+3% +$55.5K ﹤0.01% 1605
2023
Q1
$2.03M Buy
89,435
+3,923
+5% +$88.1K ﹤0.01% 1551
2022
Q4
$1.9M Buy
85,512
+19,355
+29% +$431K ﹤0.01% 1534
2022
Q3
$1.47M Buy
+66,157
New +$1.52M ﹤0.01% 1629

Other funds holding IBTH

Commonwealth Equity Services's IBTH Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.3% in Q2 2026, buying an estimated $612K and bringing the position to 401,407 shares worth $8.98M. The position accounts for 0.01% of the portfolio, ranked #1010.

Commonwealth Equity Services first reported a position in IBTH in Q3 2022 and has held it in 16 quarters since. The position peaked at $13.6M in Q1 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Commonwealth Equity Services held 401,407 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $8.98M as of Q2 2026.
  • Commonwealth Equity Services bought 27,327 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $612K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1010 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $13.6M in Q1 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.