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Milestone Asset Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Milestone Asset 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 		$287K Buy
12,812
+3,609
+39% +$80.8K 0.05% 225
2026
Q1 		$206K Buy
+9,203
New +$207K 0.04% 227

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

Milestone Asset Management's IBTH Position: Q2 2026 in Review

Milestone Asset Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 39% in Q2 2026, buying an estimated $80.8K and bringing the position to 12,812 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #225.

Milestone Asset Management first reported a position in IBTH in Q1 2026 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Milestone Asset Management held 12,812 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $287K as of Q2 2026.
  • Milestone Asset Management bought 3,609 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $80.8K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #225 holding.
  • Milestone Asset Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.