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Raab & Moskowitz Asset Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Raab & Moskowitz Asset Management’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 		$498K Sell
22,244
-1,898
-8% -$42.5K 0.1% 139
2026
Q1 		$542K Buy
24,142
+9,883
+69% +$222K 0.12% 130
2025
Q4 		$320K Buy
14,259
+5,041
+55% +$113K 0.07% 164
2025
Q3 		$208K Buy
+9,218
New +$207K 0.05% 181

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

Raab & Moskowitz Asset Management's IBTH Position: Q2 2026 in Review

Raab & Moskowitz Asset Management reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 7.9% in Q2 2026, selling an estimated $42.5K and leaving 22,244 shares worth $498K. The position accounts for 0.1% of the portfolio, ranked #139.

Raab & Moskowitz Asset Management first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. The position peaked at $542K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Raab & Moskowitz Asset Management held 22,244 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $498K as of Q2 2026.
  • Raab & Moskowitz Asset Management sold 1,898 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $42.5K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.1% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #139 holding.
  • Raab & Moskowitz Asset Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Raab & Moskowitz Asset Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $542K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.