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NorthRock Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

NorthRock Partners’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
2025
Q2 		– Sell
-956
Closed -$21.4K – 788
2025
Q1 		$21.4K Buy
+956
New +$21.3K ﹤0.01% 733

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NorthRock Partners's IBTH Position: Q2 2025 in Review

NorthRock Partners sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2025, closing a stake of 956 shares — an estimated $21.4K sold.

NorthRock Partners first reported a position in IBTH in Q1 2025 and held it in 1 quarter. The position peaked at $21.4K in Q1 2025. 255 funds tracked by Wall St. Rank hold IBTH as of Q2 2025.

  • NorthRock Partners reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 956 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2025, an estimated $21.4K.
  • NorthRock Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • NorthRock Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $21.4K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.