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Stonebridge Financial Group (Pennsylvania)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$525K Buy
23,457
+190
+0.8% +$4.25K 0.04% 171
2026
Q1 		$522K Hold
23,267
– – 0.04% 164
2025
Q4 		$523K Buy
23,267
+2,603
+13% +$58.5K 0.04% 158
2025
Q3 		$465K Buy
20,664
+33
+0.2% +$741 0.04% 161
2025
Q2 		$464K Buy
20,631
+33
+0.2% +$739 0.05% 158
2025
Q1 		$462K Buy
20,598
+2,260
+12% +$50.3K 0.05% 154
2024
Q4 		$407K Buy
+18,338
New +$409K 0.04% 167

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $80B AUM 26.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IBTH Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 0.82% in Q2 2026, buying an estimated $4.25K and bringing the position to 23,457 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #171.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 23,457 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $525K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 190 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $4.25K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #171 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.