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 Q2	$3.55M	Sell	158,606 -10,307	-6%	-$231K	0.05%	156
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 $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignatureFD's IBTH Position: Q2 2026 in Review

SignatureFD reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 6.1% in Q2 2026, selling an estimated $231K and leaving 158,606 shares worth $3.55M. The position accounts for 0.05% of the portfolio, ranked #156.

SignatureFD first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.89M in Q3 2025. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

SignatureFD held 158,606 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.55M as of Q2 2026.
SignatureFD sold 10,307 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $231K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.05% of SignatureFD's portfolio in Q2 2026, its #156 holding.
SignatureFD first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
SignatureFD's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $3.89M in Q3 2025.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.