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
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 $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return