HIA
IBTH icon

Harbor Investment Advisory’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Harbor Investment Advisory’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 		$79.5K Hold
3,555
– – 0.01% 626
2026
Q1 		$79.7K Hold
3,555
– – 0.01% 550
2025
Q4 		$79.9K Hold
3,555
– – 0.01% 557
2025
Q3 		$80.1K Hold
3,555
– – 0.01% 547
2025
Q2 		$80K Buy
3,555
+1,777
+100% +$39.8K 0.01% 539
2025
Q1 		$39.9K Buy
+1,778
New +$39.6K ﹤0.01% 652

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbor Investment Advisory's IBTH Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 3,555 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #626.

Harbor Investment Advisory first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $80.1K in Q3 2025. 210 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Harbor Investment Advisory held 3,555 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $79.5K as of Q2 2026.
  • Harbor Investment Advisory left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #626 holding.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Harbor Investment Advisory's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $80.1K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.