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 Q2	$7.51M	Sell	335,892 -6,347	-2%	-$142K	0.01%	123
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

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 22.9% 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

Financial Engines Advisors's IBTH Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 1.9% in Q2 2026, selling an estimated $142K and leaving 335,892 shares worth $7.51M. The position accounts for 0.01% of the portfolio, ranked #123.

Financial Engines Advisors first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.4M in Q1 2025. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Financial Engines Advisors held 335,892 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $7.51M as of Q2 2026.
Financial Engines Advisors sold 6,347 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $142K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #123 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Financial Engines Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $8.4M in Q1 2025.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.