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Rossmore Private Capital’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Rossmore Private Capital’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 		$971K Buy
43,425
+2,235
+5% +$50K 0.08% 155
2026
Q1 		$924K Buy
41,190
+6,001
+17% +$135K 0.08% 152
2025
Q4 		$791K Buy
35,189
+26,175
+290% +$589K 0.07% 161
2025
Q3 		$203K Hold
9,014
– – 0.02% 256
2025
Q2 		$203K Hold
9,014
– – 0.02% 253
2025
Q1 		$202K Buy
+9,014
New +$201K 0.02% 243

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Rossmore Private Capital's IBTH Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 5.4% in Q2 2026, buying an estimated $50K and bringing the position to 43,425 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #155.

Rossmore Private Capital first reported a position in IBTH in Q1 2025 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Rossmore Private Capital held 43,425 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $971K as of Q2 2026.
  • Rossmore Private Capital bought 2,235 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $50K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.08% of Rossmore Private Capital's portfolio in Q2 2026, its #155 holding.
  • Rossmore Private Capital first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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