Lowe Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$29.3K	Hold	1,300	–	–	0.01%	181
2025 Q2	$29.2K	Hold	1,300	–	–	0.01%	178
2025 Q1	$29.1K	Buy	+1,300	New	+$29K	0.01%	168
2024 Q4	–	Sell	-101	Closed	-$2.29K	–	367
2024 Q3	$2.29K	Hold	101	–	–	﹤0.01%	274
2024 Q2	$2.23K	Buy	+101	New	+$2.22K	﹤0.01%	274

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lowe Wealth Advisors's IBTH Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q3 2025 at 1,300 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #181.

Lowe Wealth Advisors first reported a position in IBTH in Q2 2024 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

Lowe Wealth Advisors held 1,300 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $29.3K as of Q3 2025.
Lowe Wealth Advisors left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #181 holding.
Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 5 quarters since.
275 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.