Snowden Capital Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Snowden Capital 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 Q2	$622K	Sell	27,801 -4,402	-14%	-$98.5K	0.01%	753
2026 Q1	$722K	Buy	32,203 +684	+2%	+$15.4K	0.02%	644
2025 Q4	$708K	Buy	31,519 +468	+2%	+$10.5K	0.02%	655
2025 Q3	$699K	Sell	31,051 -302,857	-91%	-$6.8M	0.02%	642
2025 Q2	$7.51M	Buy	333,908 +497	+0.1%	+$11.1K	0.22%	94
2025 Q1	$7.48M	Buy	333,411 +29,448	+10%	+$656K	0.24%	87
2024 Q4	$6.75M	Buy	303,963 +26,186	+9%	+$584K	0.21%	101
2024 Q3	$6.29M	Buy	277,777 +16,863	+6%	+$378K	0.19%	118
2024 Q2	$5.76M	Buy	260,914 +9,894	+4%	+$217K	0.17%	144
2024 Q1	$5.56M	Buy	251,020 +12,673	+5%	+$282K	0.17%	156
2023 Q4	$5.34M	Buy	238,347 +4,122	+2%	+$90.5K	0.2%	136
2023 Q3	$5.12M	Buy	234,225 +39,696	+20%	+$873K	0.22%	124
2023 Q2	$4.31M	Buy	+194,529	New	+$4.38M	0.15%	182

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

Snowden Capital Advisors's IBTH Position: Q2 2026 in Review

Snowden Capital Advisors reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 14% in Q2 2026, selling an estimated $98.5K and leaving 27,801 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #753.

Snowden Capital Advisors first reported a position in IBTH in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.51M in Q2 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Snowden Capital Advisors held 27,801 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $622K as of Q2 2026.
Snowden Capital Advisors sold 4,402 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $98.5K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #753 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $7.51M in Q2 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.