S
IBTH icon

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

SignatureFD’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
Q1 		$3.79M Sell
168,913
-2,155
-1% -$48.4K 0.06% 126
2025
Q4 		$3.84M Sell
171,068
-1,533
-0.9% -$34.5K 0.06% 131
2025
Q3 		$3.89M Buy
172,601
+22,263
+15% +$500K 0.06% 119
2025
Q2 		$3.38M Buy
150,338
+51,159
+52% +$1.15M 0.06% 131
2025
Q1 		$2.22M Buy
99,179
+46,884
+90% +$1.04M 0.04% 169
2024
Q4 		$1.16M Buy
52,295
+50,806
+3,412% +$1.13M 0.02% 297
2024
Q3 		$33.7K Hold
1,489
– – ﹤0.01% 1796
2024
Q2 		$32.9K Hold
1,489
– – ﹤0.01% 1725
2024
Q1 		$33K Hold
1,489
– – ﹤0.01% 1758
2023
Q4 		$33.3K Buy
+1,489
New +$32.7K ﹤0.01% 1669

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return