MML Investors Services
IBTH icon

MML Investors Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

MML Investors Services’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 		$1.42M Buy
63,566
+12,462
+24% +$279K ﹤0.01% 1783
2026
Q1 		$1.15M Sell
51,104
-10,344
-17% -$232K ﹤0.01% 1682
2025
Q4 		$1.38M Buy
61,448
+6,039
+11% +$136K ﹤0.01% 1604
2025
Q3 		$1.25M Buy
55,409
+4,240
+8% +$95.2K ﹤0.01% 1583
2025
Q2 		$1.15M Buy
51,169
+32,993
+182% +$739K ﹤0.01% 1578
2025
Q1 		$408K Buy
18,176
+2,273
+14% +$50.6K ﹤0.01% 2119
2024
Q4 		$353K Buy
15,903
+183
+1% +$4.08K ﹤0.01% 2162
2024
Q3 		$356K Buy
+15,720
New +$352K ﹤0.01% 2059

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
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 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's IBTH Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 24% in Q2 2026, buying an estimated $279K and bringing the position to 63,566 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

MML Investors Services first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • MML Investors Services held 63,566 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.42M as of Q2 2026.
  • MML Investors Services bought 12,462 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $279K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1783 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.