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

FSA Wealth Management’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
2025
Q3 		– Sell
-92
Closed -$2.07K – 579
2025
Q2 		$2.07K Buy
+92
New +$2.06K ﹤0.01% 466

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FSA Wealth Management's IBTH Position: Q3 2025 in Review

FSA Wealth Management sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2025, closing a stake of 92 shares — an estimated $2.07K sold.

FSA Wealth Management first reported a position in IBTH in Q2 2025 and held it in 1 quarter. The position peaked at $2.07K in Q2 2025. 274 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

  • FSA Wealth Management reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • FSA Wealth Management sold 92 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2025, an estimated $2.07K.
  • FSA Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • FSA Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.07K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.