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Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-1,350
Closed -$30.3K – 397
2025
Q4 		$30.3K Buy
+1,350
New +$30.4K ﹤0.01% 389
2025
Q2 		– Sell
-850
Closed -$19.1K – 404
2025
Q1 		$19.1K Hold
850
– – ﹤0.01% 416
2024
Q4 		$18.9K Hold
850
– – ﹤0.01% 421
2024
Q3 		$19.2K Hold
850
– – ﹤0.01% 410
2024
Q2 		$18.8K Hold
850
– – ﹤0.01% 378
2024
Q1 		$18.8K Sell
850
-1,100
-56% -$24.4K ﹤0.01% 385
2023
Q4 		$43.7K Buy
+1,950
New +$42.8K 0.01% 291

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBTH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 1,350 shares — an estimated $30.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBTH in Q4 2023 and held it in 7 quarters. The position peaked at $43.7K in Q4 2023. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,350 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $30.3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2027 Term Treasury ETF position peaked at $43.7K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.