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

MBL Wealth’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
-253,303
Closed -$5.69M – 341
2025
Q4 		$5.69M Buy
253,303
+2,792
+1% +$62.8K 0.46% 48
2025
Q3 		$5.64M Sell
250,511
-1,611
-0.6% -$36.2K 0.49% 43
2025
Q2 		$5.67M Sell
252,122
-24,675
-9% -$553K 0.54% 44
2025
Q1 		$6.21M Sell
276,797
-4,149
-1% -$92.4K 0.63% 34
2024
Q4 		$6.24M Buy
280,946
+11,517
+4% +$257K 0.63% 35
2024
Q3 		$6.1M Buy
269,429
+5,587
+2% +$125K 0.66% 36
2024
Q2 		$5.82M Buy
+263,842
New +$5.8M 0.65% 38

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

MBL Wealth's IBTH Position: Q1 2026 in Review

MBL Wealth sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 253,303 shares — an estimated $5.69M sold.

MBL Wealth first reported a position in IBTH in Q2 2024 and held it in 7 quarters. The position peaked at $6.24M in Q4 2024. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

  • MBL Wealth reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • MBL Wealth sold 253,303 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $5.69M.
  • MBL Wealth first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and held it in 7 quarters.
  • MBL Wealth's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $6.24M in Q4 2024.
  • 313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.