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Cornerstone Planning’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Cornerstone Planning’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 		$3.15M Buy
140,835
+2,641
+2% +$59.1K 0.73% 49
2026
Q1 		$3.11M Buy
+138,194
New +$3.1M 0.7% 52
2024
Q4 		$2.86M Buy
+128,718
New +$2.87M 1.09% 19

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Planning's IBTH Position: Q2 2026 in Review

Cornerstone Planning increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1.9% in Q2 2026, buying an estimated $59.1K and bringing the position to 140,835 shares worth $3.15M. The position accounts for 0.73% of the portfolio, ranked #49.

Cornerstone Planning first reported a position in IBTH in Q4 2024 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Cornerstone Planning held 140,835 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.15M as of Q2 2026.
  • Cornerstone Planning bought 2,641 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $59.1K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.73% of Cornerstone Planning's portfolio in Q2 2026, its #49 holding.
  • Cornerstone Planning first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.