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

Savvy Advisors Inc’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 		$648K Sell
28,976
-1,753
-6% -$39.2K 0.01% 683
2026
Q1 		$689K Buy
30,729
+5,609
+22% +$126K 0.02% 556
2025
Q4 		$564K Buy
25,120
+6,808
+37% +$153K 0.02% 531
2025
Q3 		$412K Buy
18,312
+623
+4% +$14K 0.02% 498
2025
Q2 		$398K Buy
17,689
+2,004
+13% +$44.9K 0.03% 414
2025
Q1 		$352K Buy
15,685
+38
+0.2% +$846 0.04% 356
2024
Q4 		$347K Buy
+15,647
New +$349K 0.04% 308

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

Savvy Advisors Inc's IBTH Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 5.7% in Q2 2026, selling an estimated $39.2K and leaving 28,976 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #683.

Savvy Advisors Inc first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Savvy Advisors Inc held 28,976 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $648K as of Q2 2026.
  • Savvy Advisors Inc sold 1,753 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $39.2K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #683 holding.
  • Savvy Advisors Inc first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $689K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.