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Obsidian Personal Planning Solutions’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$26.5M Buy
1,178,521
+816,536
+226% +$18.3M 9.21% 1
2025
Q2 		$8.14M Buy
361,985
+47,809
+15% +$1.07M 3.29% 13
2025
Q1 		$7.09M Buy
+314,176
New +$7M 3.17% 14

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Obsidian Personal Planning Solutions's IBTH Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 226% in Q3 2025, buying an estimated $18.3M and bringing the position to 1,178,521 shares worth $26.5M. The position accounts for 9.21% of the portfolio, ranked #1.

Obsidian Personal Planning Solutions first reported a position in IBTH in Q1 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold IBTH as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,178,521 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $26.5M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 816,536 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2025, an estimated $18.3M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 9.21% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #1 holding.
  • Obsidian Personal Planning Solutions first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.