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
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

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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