Liberty Wealth Management
IBTH icon

Liberty Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Liberty Wealth Management’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
Q3 		$467K Buy
20,913
+6,763
+48% +$151K 0.05% 164
2026
Q2 		$317K Hold
14,150
– – 0.04% 199
2026
Q1 		$317K Buy
14,150
+73
+0.5% +$1.64K 0.04% 199
2025
Q4 		$316K Buy
14,077
+153
+1% +$3.44K 0.04% 181
2025
Q3 		$314K Buy
13,924
+118
+0.9% +$2.65K 0.04% 176
2025
Q2 		$311K Buy
+13,806
New +$309K 0.05% 165

Other funds holding IBTH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Liberty Wealth Management's IBTH Position: Q3 2026 in Review

Liberty Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 48% in Q3 2026, buying an estimated $151K and bringing the position to 20,913 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #164.

Liberty Wealth Management first reported a position in IBTH in Q2 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

  • Liberty Wealth Management held 20,913 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $467K as of Q3 2026.
  • Liberty Wealth Management bought 6,763 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $151K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Liberty Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Liberty Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Liberty Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.