Independent Advisor Alliance’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Independent Advisor Alliance’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	$621K	Sell	27,777 -214,449	-89%	-$4.8M	0.01%	593
2026 Q1	$5.43M	Buy	242,226 +224,027	+1,231%	+$5.03M	0.06%	297
2025 Q4	$409K	Sell	18,199 -2,427	-12%	-$54.6K	0.01%	706
2025 Q3	$464K	Buy	20,626 +8,088	+65%	+$182K	0.01%	641
2025 Q2	$282K	Buy	12,538 +1,702	+16%	+$38.1K	0.01%	740
2025 Q1	$243K	Sell	10,836 -117,323	-92%	-$2.61M	0.01%	717
2024 Q4	$2.84M	Buy	+128,159	New	+$2.86M	0.04%	419

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

Independent Advisor Alliance's IBTH Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 89% in Q2 2026, selling an estimated $4.8M and leaving 27,777 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #593.

Independent Advisor Alliance first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.43M in Q1 2026. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Independent Advisor Alliance held 27,777 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $621K as of Q2 2026.
Independent Advisor Alliance sold 214,449 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $4.8M.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #593 holding.
Independent Advisor Alliance first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $5.43M in Q1 2026.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.