NewSquare Capital’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

NewSquare Capital’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	$1.17M	Buy	+52,080	New	+$1.17M	0.09%	140

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IWC

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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

NewSquare Capital's IBTH Position: Q2 2026 in Review

NewSquare Capital opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 52,080 shares worth $1.17M. The stake represents 0.09% of the portfolio and ranks #140 among its holdings.

310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

NewSquare Capital held 52,080 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.17M as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new NewSquare Capital position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.09% of NewSquare Capital's portfolio in Q2 2026, its #140 holding.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.