MONECO Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

MONECO Advisors’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	$290K	Hold	12,942	–	–	0.02%	487
2026 Q1	$290K	Hold	12,942	–	–	0.02%	409
2025 Q4	$291K	Hold	12,942	–	–	0.02%	402
2025 Q3	$291K	Hold	12,942	–	–	0.02%	398
2025 Q2	$291K	Hold	12,942	–	–	0.03%	381
2025 Q1	$290K	Buy	+12,942	New	+$288K	0.03%	366

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

MONECO Advisors's IBTH Position: Q2 2026 in Review

MONECO Advisors held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 12,942 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #487.

MONECO Advisors first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $291K in Q3 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

MONECO Advisors held 12,942 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $290K as of Q2 2026.
MONECO Advisors 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 MONECO Advisors's portfolio in Q2 2026, its #487 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
MONECO Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $291K in Q3 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.