LPL Financial
IBTH icon

LPL Financial’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

LPL Financial’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 		$43M Buy
1,921,980
+110,834
+6% +$2.48M 0.01% 1095
2026
Q1 		$40.6M Buy
1,811,146
+64,069
+4% +$1.44M 0.01% 1026
2025
Q4 		$39.3M Buy
1,747,077
+503,695
+41% +$11.3M 0.01% 997
2025
Q3 		$28M Buy
1,243,382
+46,899
+4% +$1.05M 0.01% 1147
2025
Q2 		$26.9M Buy
1,196,483
+427,586
+56% +$9.58M 0.01% 1067
2025
Q1 		$17.2M Buy
768,897
+193,092
+34% +$4.3M 0.01% 1242
2024
Q4 		$12.8M Buy
575,805
+163,732
+40% +$3.65M 0.01% 1363
2024
Q3 		$9.33M Buy
412,073
+121,357
+42% +$2.72M ﹤0.01% 1509
2024
Q2 		$6.42M Buy
290,716
+37,541
+15% +$825K ﹤0.01% 1669
2024
Q1 		$5.61M Buy
253,175
+41,924
+20% +$932K ﹤0.01% 1689
2023
Q4 		$4.73M Buy
211,251
+84,720
+67% +$1.86M ﹤0.01% 1721
2023
Q3 		$2.76M Buy
126,531
+11,300
+10% +$249K ﹤0.01% 2039
2023
Q2 		$2.55M Buy
115,231
+72,078
+167% +$1.62M ﹤0.01% 2043
2023
Q1 		$978K Buy
+43,153
New +$969K ﹤0.01% 2771

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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial's IBTH Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 6.1% in Q2 2026, buying an estimated $2.48M and bringing the position to 1,921,980 shares worth $43M. The position accounts for 0.01% of the portfolio, ranked #1095.

LPL Financial first reported a position in IBTH in Q1 2023 and has held it in 14 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • LPL Financial held 1,921,980 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $43M as of Q2 2026.
  • LPL Financial bought 110,834 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $2.48M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1095 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.