Evexia Wealth’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Evexia Wealth’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	$1.86M	Buy	83,507 +46,945	+128%	+$1.05M	0.5%	36
2026 Q1	$819K	Buy	36,562 +5,460	+18%	+$123K	0.23%	48
2025 Q4	$699K	Buy	31,102 +5,897	+23%	+$133K	0.2%	52
2025 Q3	$567K	Buy	25,205 +1,385	+6%	+$31.1K	0.17%	62
2025 Q2	$534K	Sell	23,820 -35,035	-60%	-$785K	0.17%	61
2025 Q1	$1.32M	Buy	58,855 +1,614	+3%	+$35.9K	0.48%	43
2024 Q4	$1.27M	Buy	+57,241	New	+$1.28M	0.43%	44

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evexia Wealth's IBTH Position: Q2 2026 in Review

Evexia Wealth increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 128% in Q2 2026, buying an estimated $1.05M and bringing the position to 83,507 shares worth $1.86M. The position accounts for 0.5% of the portfolio, ranked #36.

Evexia Wealth first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Evexia Wealth held 83,507 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.86M as of Q2 2026.
Evexia Wealth bought 46,945 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $1.05M.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.5% of Evexia Wealth's portfolio in Q2 2026, its #36 holding.
Evexia Wealth first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.