EH
IBTH icon

Equitable Holdings’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Equitable Holdings’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 		$1.48M Buy
66,031
+3,086
+5% +$69.1K 0.01% 856
2026
Q1 		$1.41M Buy
62,945
+3,336
+6% +$75K 0.01% 859
2025
Q4 		$1.34M Buy
59,609
+23,772
+66% +$535K 0.01% 769
2025
Q3 		$807K Buy
35,837
+4,209
+13% +$94.5K 0.01% 904
2025
Q2 		$711K Buy
31,628
+1,089
+4% +$24.4K 0.01% 905
2025
Q1 		$685K Buy
30,539
+5,086
+20% +$113K 0.01% 827
2024
Q4 		$565K Buy
25,453
+11,008
+76% +$245K 0.01% 840
2024
Q3 		$327K Buy
14,445
+697
+5% +$15.6K ﹤0.01% 1008
2024
Q2 		$303K Hold
13,748
– – ﹤0.01% 986
2024
Q1 		$305K Buy
13,748
+2,325
+20% +$51.7K ﹤0.01% 953
2023
Q4 		$256K Buy
+11,423
New +$251K ﹤0.01% 984

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

Equitable Holdings's IBTH Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.9% in Q2 2026, buying an estimated $69.1K and bringing the position to 66,031 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #856.

Equitable Holdings first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Equitable Holdings held 66,031 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.48M as of Q2 2026.
  • Equitable Holdings bought 3,086 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $69.1K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #856 holding.
  • Equitable Holdings first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.