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 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

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

Liberty Wealth Management's IBTH Position: Q2 2026 in Review

Liberty Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 14,150 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #199.

Liberty Wealth Management first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Liberty Wealth Management held 14,150 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $317K as of Q2 2026.
Liberty Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #199 holding.
Liberty Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.