Harbour Investments’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Harbour Investments’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	$629K	Buy	28,124 +262	+0.9%	+$5.86K	0.01%	1015
2026 Q1	$625K	Buy	27,862 +4,928	+21%	+$111K	0.01%	951
2025 Q4	$515K	Sell	22,934 -1,302	-5%	-$29.3K	0.01%	844
2025 Q3	$546K	Buy	24,236 +6,180	+34%	+$139K	0.01%	791
2025 Q2	$406K	Buy	18,056 +4,288	+31%	+$96.1K	0.01%	855
2025 Q1	$309K	Buy	13,768 +12,643	+1,124%	+$282K	0.01%	911
2024 Q4	$25K	Buy	+1,125	New	+$25.1K	﹤0.01%	2019

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbour Investments's IBTH Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.94% in Q2 2026, buying an estimated $5.86K and bringing the position to 28,124 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1015.

Harbour Investments first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Harbour Investments held 28,124 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $629K as of Q2 2026.
Harbour Investments bought 262 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $5.86K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1015 holding.
Harbour Investments first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.