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

Prosperity Capital 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
2025 Q4	–	Sell	-11,594	Closed	-$261K	–	415
2025 Q3	$261K	Buy	11,594 +560	+5%	+$12.6K	0.02%	366
2025 Q2	$248K	Sell	11,034 -469	-4%	-$10.5K	0.02%	352
2025 Q1	$257K	Sell	11,503 -388	-3%	-$8.64K	0.02%	318
2024 Q4	$264K	Sell	11,891 -134	-1%	-$2.99K	0.02%	301
2024 Q3	$272K	Buy	12,025 +1,521	+14%	+$34.1K	0.02%	292
2024 Q2	$232K	Buy	+10,504	New	+$231K	0.03%	289

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

Prosperity Capital Advisors's IBTH Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2025, closing a stake of 11,594 shares — an estimated $261K sold.

Prosperity Capital Advisors first reported a position in IBTH in Q2 2024 and held it in 6 quarters. The position peaked at $272K in Q3 2024. 300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 11,594 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2025, an estimated $261K.
Prosperity Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Prosperity Capital Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $272K in Q3 2024.
300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.