Royal Bank of Canada
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Royal Bank of Canada’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Royal Bank of Canada’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 		$13.6M Buy
608,435
+12,644
+2% +$283K ﹤0.01% 1829
2026
Q1 		$13.4M Sell
595,791
-17,035
-3% -$383K ﹤0.01% 1724
2025
Q4 		$13.8M Buy
612,826
+58,647
+11% +$1.32M ﹤0.01% 1733
2025
Q3 		$12.5M Buy
554,179
+18,452
+3% +$414K ﹤0.01% 1988
2025
Q2 		$12M Sell
535,727
-86,785
-14% -$1.94M ﹤0.01% 1890
2025
Q1 		$14M Buy
622,512
+99,821
+19% +$2.22M ﹤0.01% 1548
2024
Q4 		$11.6M Buy
522,691
+358,159
+218% +$7.98M ﹤0.01% 1708
2024
Q3 		$3.73M Sell
164,532
-19,787
-11% -$444K ﹤0.01% 2515
2024
Q2 		$4.07M Buy
184,319
+24,664
+15% +$542K ﹤0.01% 2347
2024
Q1 		$3.54M Buy
159,655
+3,976
+3% +$88.4K ﹤0.01% 2456
2023
Q4 		$3.49M Buy
155,679
+47,190
+43% +$1.04M ﹤0.01% 2558
2023
Q3 		$2.37M Buy
108,489
+27,285
+34% +$600K ﹤0.01% 2707
2023
Q2 		$1.8M Buy
81,204
+15,512
+24% +$349K ﹤0.01% 2917
2023
Q1 		$1.49M Buy
65,692
+64,447
+5,176% +$1.45M ﹤0.01% 3037
2022
Q4 		$28K Sell
1,245
-2,055
-62% -$45.7K ﹤0.01% 6160
2022
Q3 		$73K Hold
3,300
– – ﹤0.01% 5519
2022
Q2 		$76K Buy
+3,300
New +$76.6K ﹤0.01% 5512

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

Royal Bank of Canada's IBTH Position: Q2 2026 in Review

Royal Bank of Canada increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.1% in Q2 2026, buying an estimated $283K and bringing the position to 608,435 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Royal Bank of Canada first reported a position in IBTH in Q2 2022 and has held it in 17 quarters since. The position peaked at $14M in Q1 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Royal Bank of Canada held 608,435 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $13.6M as of Q2 2026.
  • Royal Bank of Canada bought 12,644 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $283K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #1829 holding.
  • Royal Bank of Canada first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • Royal Bank of Canada's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $14M in Q1 2025.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.