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IFP Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

IFP Advisors’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 		$1.99M Sell
88,883
-521
-0.6% -$11.7K 0.04% 487
2026
Q1 		$2.01M Sell
89,404
-5,949
-6% -$134K 0.04% 450
2025
Q4 		$2.14M Buy
95,353
+299
+0.3% +$6.72K 0.05% 400
2025
Q3 		$2.14M Sell
95,054
-50,883
-35% -$1.14M 0.06% 358
2025
Q2 		$3.28M Buy
145,937
+3,144
+2% +$70.4K 0.09% 236
2025
Q1 		$3.2M Buy
142,793
+9,318
+7% +$208K 0.1% 235
2024
Q4 		$2.96M Sell
133,475
-179
-0.1% -$3.99K 0.1% 235
2024
Q3 		$3.03M Buy
133,654
+56,891
+74% +$1.28M 0.11% 207
2024
Q2 		$1.69M Buy
76,763
+37,424
+95% +$822K 0.07% 303
2024
Q1 		$872K Buy
39,339
+120
+0.3% +$2.67K 0.04% 439
2023
Q4 		$878K Buy
39,219
+32,555
+489% +$715K 0.04% 415
2023
Q3 		$146K Sell
6,664
-4,865
-42% -$107K 0.01% 1107
2023
Q2 		$255K Buy
11,529
+1,828
+19% +$41.2K 0.01% 910
2023
Q1 		$244K Buy
9,701
+3,601
+59% +$80.8K 0.01% 868
2022
Q4 		$154K Buy
+6,100
New +$136K ﹤0.01% 1486

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors's IBTH Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.58% in Q2 2026, selling an estimated $11.7K and leaving 88,883 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #487.

IFP Advisors first reported a position in IBTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.28M in Q2 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • IFP Advisors held 88,883 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.99M as of Q2 2026.
  • IFP Advisors sold 521 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $11.7K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #487 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • IFP Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.28M in Q2 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.