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

SkyView Investment 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 Q1	$1.12M	Hold	50,000	–	–	0.15%	88
2025 Q4	$1.12M	Hold	50,000	–	–	0.14%	96
2025 Q3	$1.13M	Buy	+50,000	New	+$1.12M	0.14%	96
2024 Q4	–	Sell	-50,000	Closed	-$1.12M	–	318
2024 Q3	$1.12M	Sell	50,000 -5,000	-9%	-$112K	0.19%	78
2024 Q2	$1.21M	Sell	55,000 -20,000	-27%	-$439K	0.22%	76
2024 Q1	$1.66M	Buy	+75,000	New	+$1.67M	0.31%	53

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SkyView Investment Advisors's IBTH Position: Q1 2026 in Review

SkyView Investment Advisors held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q1 2026 at 50,000 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #88.

SkyView Investment Advisors first reported a position in IBTH in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2024. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

SkyView Investment Advisors held 50,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.12M as of Q1 2026.
SkyView Investment Advisors left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.15% of SkyView Investment Advisors's portfolio in Q1 2026, its #88 holding.
SkyView Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 6 quarters since.
SkyView Investment Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $1.66M in Q1 2024.
313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.