TBA
IBTH icon

Tower Bridge Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Tower Bridge 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 		– Sell
-13,375
Closed -$300K – 228
2026
Q1 		$300K Buy
+13,375
New +$300K 0.03% 193

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

Tower Bridge Advisors's IBTH Position: Q2 2026 in Review

Tower Bridge Advisors sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026, closing a stake of 13,375 shares — an estimated $300K sold.

Tower Bridge Advisors first reported a position in IBTH in Q1 2026 and held it in 1 quarter. The position peaked at $300K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Tower Bridge Advisors reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Bridge Advisors sold 13,375 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $300K.
  • Tower Bridge Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Tower Bridge Advisors's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $300K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.