Steelhead Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Steelhead Wealth Management’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	$1.7M	Sell	76,204 -15,407	-17%	-$345K	0.69%	34
2026 Q1	$2.05M	Buy	+91,611	New	+$2.06M	1.04%	25

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

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

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

Steelhead Wealth Management's IBTH Position: Q2 2026 in Review

Steelhead Wealth Management reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 17% in Q2 2026, selling an estimated $345K and leaving 76,204 shares worth $1.7M. The position accounts for 0.69% of the portfolio, ranked #34.

Steelhead Wealth Management first reported a position in IBTH in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.05M in Q1 2026. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Steelhead Wealth Management held 76,204 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $1.7M as of Q2 2026.
Steelhead Wealth Management sold 15,407 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $345K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.69% of Steelhead Wealth Management's portfolio in Q2 2026, its #34 holding.
Steelhead Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Steelhead Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $2.05M in Q1 2026.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.