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Strategic Wealth Partners’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-36
Closed -$811 – 1507
2025
Q3 		$811 Hold
36
– – ﹤0.01% 1225
2025
Q2 		$810 Buy
+36
New +$807 ﹤0.01% 1055

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Strategic Wealth Partners's IBTH Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q4 2025, closing a stake of 36 shares — an estimated $811 sold.

Strategic Wealth Partners first reported a position in IBTH in Q2 2025 and held it in 2 quarters. The position peaked at $811 in Q3 2025. 300 funds tracked by Wall St. Rank hold IBTH as of Q4 2025.

  • Strategic Wealth Partners reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 36 iShares iBonds Dec 2027 Term Treasury ETF shares in Q4 2025, an estimated $811.
  • Strategic Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $811 in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.