Journey Advisory Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Journey Advisory Group’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	$19.1M	Sell	853,470 -18,635	-2%	-$417K	1.46%	17
2026 Q1	$19.6M	Buy	872,105 +22,269	+3%	+$500K	1.67%	16
2025 Q4	$19.1M	Buy	849,836 +30,239	+4%	+$680K	1.61%	15
2025 Q3	$18.5M	Buy	819,597 +37,093	+5%	+$833K	1.37%	15
2025 Q2	$17.6M	Buy	782,504 +11,604	+2%	+$260K	1.37%	16
2025 Q1	$17.3M	Buy	770,900 +99,543	+15%	+$2.22M	1.41%	14
2024 Q4	$14.8M	Hold	671,357	–	–	1.77%	12
2024 Q3	$14.8M	Hold	671,357	–	–	1.77%	12
2024 Q2	$14.8M	Buy	671,357 +30,421	+5%	+$668K	1.77%	12
2024 Q1	$14.2M	Buy	640,936 +24,122	+4%	+$536K	1.75%	12
2023 Q4	$13.8M	Buy	+616,814	New	+$13.5M	1.88%	12

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

Journey Advisory Group's IBTH Position: Q2 2026 in Review

Journey Advisory Group reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.1% in Q2 2026, selling an estimated $417K and leaving 853,470 shares worth $19.1M. The position accounts for 1.46% of the portfolio, ranked #17.

Journey Advisory Group first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.6M in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Journey Advisory Group held 853,470 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $19.1M as of Q2 2026.
Journey Advisory Group sold 18,635 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $417K.
iShares iBonds Dec 2027 Term Treasury ETF made up 1.46% of Journey Advisory Group's portfolio in Q2 2026, its #17 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Journey Advisory Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $19.6M in Q1 2026.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.