Riverchase Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Riverchase Wealth 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	$1.09M	Buy	48,669 +1,675	+4%	+$37.5K	0.51%	34
2026 Q1	$1.05M	Buy	46,994 +484	+1%	+$10.9K	0.55%	33
2025 Q4	$1.05M	Buy	46,510 +10,990	+31%	+$247K	0.57%	32
2025 Q3	$800K	Buy	35,520 +3,591	+11%	+$80.6K	0.45%	39
2025 Q2	$718K	Buy	31,929 +2,072	+7%	+$46.4K	0.46%	40
2025 Q1	$669K	Buy	29,857 +11,452	+62%	+$255K	0.47%	37
2024 Q4	$409K	Buy	+18,405	New	+$410K	0.31%	47

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Riverchase Wealth Management's IBTH Position: Q2 2026 in Review

Riverchase Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.6% in Q2 2026, buying an estimated $37.5K and bringing the position to 48,669 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #34.

Riverchase Wealth Management first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Riverchase Wealth Management held 48,669 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.09M as of Q2 2026.
Riverchase Wealth Management bought 1,675 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $37.5K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.51% of Riverchase Wealth Management's portfolio in Q2 2026, its #34 holding.
Riverchase Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.