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

SouthState Corp’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 		$10.9K Buy
+486
New +$10.9K ﹤0.01% 683
2025
Q3 		– Sell
-55
Closed -$1.24K – 1449
2025
Q2 		$1.24K Buy
+55
New +$1.23K ﹤0.01% 1206

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SouthState Corp's IBTH Position: Q2 2026 in Review

SouthState Corp opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 486 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: SouthState Corp previously reported a position in IBTH as recently as Q2 2025.

SouthState Corp first reported a position in IBTH in Q2 2025 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • SouthState Corp held 486 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $10.9K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new SouthState Corp position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #683 holding.
  • SouthState Corp first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.