SRC
IBTH icon

Shufro Rose & Co’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Shufro Rose & Co’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
2025
Q1 		– Sell
-24,963
Closed -$554K – 317
2024
Q4 		$554K Sell
24,963
-16,145
-39% -$360K 0.04% 162
2024
Q3 		$907K Hold
41,108
– – 0.07% 120
2024
Q2 		$907K Buy
41,108
+1,973
+5% +$43.3K 0.07% 120
2024
Q1 		$867K Buy
+39,135
New +$870K 0.07% 121

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shufro Rose & Co's IBTH Position: Q1 2025 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2025, closing a stake of 24,963 shares — an estimated $554K sold.

Shufro Rose & Co first reported a position in IBTH in Q1 2024 and held it in 4 quarters. The position peaked at $907K in Q3 2024. 241 funds tracked by Wall St. Rank hold IBTH as of Q1 2025.

  • Shufro Rose & Co reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 24,963 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2025, an estimated $554K.
  • Shufro Rose & Co first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Shufro Rose & Co's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $907K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2025.

Based on Shufro Rose & Co's 13F filing for Q1 2025, filed 8 May 2025.