Gradient Investments’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTH
HPC
GI
IWC
NA
Gradient Investments's IBTH Position: Q2 2026 in Review
Gradient Investments reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.9% in Q2 2026, selling an estimated $161K and leaving 139,414 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #227.
Gradient Investments first reported a position in IBTH in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.79M in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.
- Gradient Investments held 139,414 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.12M as of Q2 2026.
- Gradient Investments sold 7,195 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $161K.
- iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #227 holding.
- Gradient Investments first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
- Gradient Investments's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.79M in Q4 2025.
- 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.