Financial Engines Advisors
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Financial Engines Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Financial Engines 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
Q1 		$7.68M Buy
342,239
+2,042
+0.6% +$45.9K 0.02% 112
2025
Q4 		$7.64M Buy
340,197
+30,716
+10% +$691K 0.01% 118
2025
Q3 		$6.97M Sell
309,481
-18,039
-6% -$405K 0.01% 125
2025
Q2 		$7.37M Sell
327,520
-47,252
-13% -$1.06M 0.01% 114
2025
Q1 		$8.4M Buy
374,772
+36,302
+11% +$808K 0.02% 100
2024
Q4 		$7.51M Buy
338,470
+38,049
+13% +$848K 0.02% 109
2024
Q3 		$6.8M Buy
300,421
+7,099
+2% +$159K 0.01% 102
2024
Q2 		$6.48M Sell
293,322
-40,260
-12% -$885K 0.01% 102
2024
Q1 		$7.39M Buy
333,582
+37,395
+13% +$831K 0.02% 90
2023
Q4 		$6.63M Buy
+296,187
New +$6.5M 0.02% 90

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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