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

Modera Wealth 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	$1.72M	Hold	76,908	–	–	0.02%	285
2026 Q1	$1.73M	Sell	76,908 -6,630	-8%	-$149K	0.02%	270
2025 Q4	$1.88M	Buy	83,538 +19,596	+31%	+$441K	0.02%	271
2025 Q3	$1.44M	Buy	63,942 +24,960	+64%	+$560K	0.02%	294
2025 Q2	$877K	Buy	38,982 +10,827	+38%	+$243K	0.01%	349
2025 Q1	$631K	Buy	28,155 +3,579	+15%	+$79.7K	0.01%	389
2024 Q4	$546K	Buy	24,576 +13,534	+123%	+$302K	0.01%	419
2024 Q3	$250K	Buy	+11,042	New	+$248K	﹤0.01%	534

Other funds holding IBTH

HPC

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

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

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

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

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

Modera Wealth Management's IBTH Position: Q2 2026 in Review

Modera Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 76,908 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #285.

Modera Wealth Management first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Modera Wealth Management held 76,908 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.72M as of Q2 2026.
Modera Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #285 holding.
Modera Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
Modera Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.88M in Q4 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.