Tower Research Capital (TRC)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Tower Research Capital (TRC)’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 Q1	–	Sell	-18,550	Closed	-$417K	–	5306
2025 Q4	$417K	Buy	+18,550	New	+$417K	0.01%	930
2022 Q3	–	Sell	-139	Closed	-$3K	–	6250
2022 Q2	$3K	Buy	+139	New	+$3.23K	﹤0.01%	5382
2021 Q4	–	Sell	-73	Closed	-$2K	–	6325
2021 Q3	$2K	Buy	+73	New	+$1.87K	﹤0.01%	5265
2021 Q2	–	Sell	-42	Closed	-$1K	–	5634
2021 Q1	$1K	Sell	42 -2	-5%	-$51	﹤0.01%	5182
2020 Q4	$1K	Buy	44 +42	+2,100%	+$1.1K	﹤0.01%	5003
2020 Q3	$0	Buy	+2	New	+$53	﹤0.01%	4934

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Tower Research Capital (TRC)'s IBTH Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q1 2026, closing a stake of 18,550 shares — an estimated $417K sold.

Tower Research Capital (TRC) first reported a position in IBTH in Q3 2020 and held it in 6 quarters. The position peaked at $417K in Q4 2025. 313 funds tracked by Wall St. Rank hold IBTH as of Q1 2026.

Tower Research Capital (TRC) reported no remaining iShares iBonds Dec 2027 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Tower Research Capital (TRC) sold 18,550 iShares iBonds Dec 2027 Term Treasury ETF shares in Q1 2026, an estimated $417K.
Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2020 and held it in 6 quarters.
Tower Research Capital (TRC)'s iShares iBonds Dec 2027 Term Treasury ETF position peaked at $417K in Q4 2025.
313 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.