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

OneDigital Investment 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 		$369K Sell
16,503
-1,008
-6% -$22.6K ﹤0.01% 1189
2026
Q1 		$393K Hold
17,511
– – ﹤0.01% 1053
2025
Q4 		$393K Buy
+17,511
New +$394K ﹤0.01% 1064

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OneDigital Investment Advisors's IBTH Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 5.8% in Q2 2026, selling an estimated $22.6K and leaving 16,503 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

OneDigital Investment Advisors first reported a position in IBTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $393K in Q4 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • OneDigital Investment Advisors held 16,503 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $369K as of Q2 2026.
  • OneDigital Investment Advisors sold 1,008 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $22.6K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1189 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $393K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.