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

Sanctuary 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
2026
Q2 		$11.2M Buy
500,585
+71,540
+17% +$1.6M 0.05% 376
2026
Q1 		$9.62M Buy
429,045
+47,455
+12% +$1.07M 0.05% 379
2025
Q4 		$8.57M Buy
381,590
+267,097
+233% +$6.01M 0.05% 398
2025
Q3 		$2.58M Sell
114,493
-4,647
-4% -$104K 0.01% 763
2025
Q2 		$2.68M Buy
119,140
+5,678
+5% +$127K 0.02% 722
2025
Q1 		$2.54M Buy
113,462
+1,680
+2% +$37.4K 0.02% 701
2024
Q4 		$2.49M Buy
111,782
+4,479
+4% +$99.8K 0.02% 767
2024
Q3 		$2.38M Buy
+107,303
New +$2.41M 0.02% 777

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

Sanctuary Advisors's IBTH Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 17% in Q2 2026, buying an estimated $1.6M and bringing the position to 500,585 shares worth $11.2M. The position accounts for 0.05% of the portfolio, ranked #376.

Sanctuary Advisors first reported a position in IBTH in Q3 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Sanctuary Advisors held 500,585 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $11.2M as of Q2 2026.
  • Sanctuary Advisors bought 71,540 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $1.6M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #376 holding.
  • Sanctuary Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.