O'Brien Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

O'Brien Wealth 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 Q4	$253K	Buy	+11,269	New	+$253K	0.03%	76

Other funds holding IBTH

HPC

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

O'Brien Wealth Partners's IBTH Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2025: 11,269 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #76 among its holdings.

300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

O'Brien Wealth Partners held 11,269 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $253K as of Q4 2025.
iShares iBonds Dec 2027 Term Treasury ETF was a new O'Brien Wealth Partners position in Q4 2025.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #76 holding.
300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.