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

Prime Capital 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 		$394K Buy
17,605
+1,236
+8% +$27.7K ﹤0.01% 773
2026
Q1 		$367K Buy
16,369
+585
+4% +$13.1K ﹤0.01% 771
2025
Q4 		$355K Buy
15,784
+3,987
+34% +$89.7K ﹤0.01% 757
2025
Q3 		$266K Buy
11,797
+1,486
+14% +$33.4K ﹤0.01% 841
2025
Q2 		$232K Buy
+10,311
New +$231K ﹤0.01% 844

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

Prime Capital Investment Advisors's IBTH Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.6% in Q2 2026, buying an estimated $27.7K and bringing the position to 17,605 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Prime Capital Investment Advisors first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Prime Capital Investment Advisors held 17,605 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $394K as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,236 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $27.7K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #773 holding.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.