Focus Partners Wealth
IBTH icon

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

Focus Partners 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 		$27.2M Sell
1,213,988
-191,288
-14% -$4.28M 0.03% 442
2026
Q1 		$31.5M Sell
1,405,276
-4,610
-0.3% -$104K 0.04% 388
2025
Q4 		$31.7M Buy
1,409,886
+180,599
+15% +$4.06M 0.04% 380
2025
Q3 		$27.7M Buy
1,229,287
+6,050
+0.5% +$136K 0.04% 329
2025
Q2 		$27.5M Buy
1,223,237
+991,648
+428% +$22.2M 0.06% 288
2025
Q1 		$5.19M Buy
231,589
+30,838
+15% +$687K 0.01% 612
2024
Q4 		$4.46M Buy
200,751
+11,488
+6% +$256K 0.01% 644
2024
Q3 		$4.28M Buy
189,263
+8,630
+5% +$194K 0.01% 601
2024
Q2 		$3.99M Buy
+180,633
New +$3.97M 0.01% 534

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

Focus Partners Wealth's IBTH Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 14% in Q2 2026, selling an estimated $4.28M and leaving 1,213,988 shares worth $27.2M. The position accounts for 0.03% of the portfolio, ranked #442.

Focus Partners Wealth first reported a position in IBTH in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.7M in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Focus Partners Wealth held 1,213,988 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $27.2M as of Q2 2026.
  • Focus Partners Wealth sold 191,288 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $4.28M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #442 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $31.7M in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.