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

Opus Capital Group’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 		$353K Hold
15,782
– – 0.03% 97
2026
Q1 		$354K Hold
15,782
– – 0.04% 96
2025
Q4 		$355K Buy
15,782
+1,332
+9% +$30K 0.04% 87
2025
Q3 		$325K Buy
+14,450
New +$324K 0.04% 95

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

Opus Capital Group's IBTH Position: Q2 2026 in Review

Opus Capital Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 15,782 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #97.

Opus Capital Group first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q4 2025. 312 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Opus Capital Group held 15,782 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $353K as of Q2 2026.
  • Opus Capital Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Opus Capital Group's portfolio in Q2 2026, its #97 holding.
  • Opus Capital Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Opus Capital Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $355K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.