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Eldridge Investment Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Eldridge Investment Advisors’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 		$1.14M Sell
51,319
-146,955
-74% -$3.29M 0.23% 69
2026
Q1 		$4.43M Buy
198,274
+85,465
+76% +$1.92M 0.97% 29
2025
Q4 		$2.53M Buy
112,809
+30,816
+38% +$693K 0.56% 34
2025
Q3 		$1.84M Buy
81,993
+64,078
+358% +$1.44M 0.42% 44
2025
Q2 		$402K Buy
17,915
+858
+5% +$19.2K 0.08% 121
2025
Q1 		$382K Buy
17,057
+5,578
+49% +$124K 0.09% 121
2024
Q4 		$255K Buy
+11,479
New +$256K 0.06% 138

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 22.96% 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

Eldridge Investment Advisors's IBTH Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 74% in Q2 2026, selling an estimated $3.29M and leaving 51,319 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #69.

Eldridge Investment Advisors first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q1 2026. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Eldridge Investment Advisors held 51,319 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.14M as of Q2 2026.
  • Eldridge Investment Advisors sold 146,955 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $3.29M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.23% of Eldridge Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Eldridge Investment Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $4.43M in Q1 2026.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.