Truist Financial’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Truist Financial’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 Q3	$5.6M	Buy	251,098 +9,352	+4%	+$209K	0.01%	878
2026 Q2	$5.41M	Buy	241,746 +16,992	+8%	+$380K	0.01%	882
2026 Q1	$5.04M	Buy	224,754 +42,964	+24%	+$965K	0.01%	859
2025 Q4	$4.08M	Buy	181,790 +2,721	+2%	+$61.2K	0.01%	941
2025 Q3	$4.03M	Buy	179,069 +5,987	+3%	+$134K	0.01%	995
2025 Q2	$3.89M	Sell	173,082 -12,936	-7%	-$290K	0.01%	973
2025 Q1	$4.17M	Sell	186,018 -11,194	-6%	-$249K	0.01%	905
2024 Q4	$4.38M	Buy	197,212 +6,520	+3%	+$145K	0.01%	892
2024 Q3	$4.32M	Sell	190,692 -910	-0.5%	-$20.4K	0.01%	884
2024 Q2	$4.23M	Buy	191,602 +1,519	+0.8%	+$33.4K	0.01%	927
2024 Q1	$4.21M	Sell	190,083 -926	-0.5%	-$20.6K	0.01%	948
2023 Q4	$4.28M	Buy	+191,009	New	+$4.19M	0.01%	928

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Truist Financial's IBTH Position: Q3 2026 in Review

Truist Financial increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.9% in Q3 2026, buying an estimated $209K and bringing the position to 251,098 shares worth $5.6M. The position accounts for 0.01% of the portfolio, ranked #878.

Truist Financial first reported a position in IBTH in Q4 2023 and has held it in 12 quarters since. 241 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Truist Financial held 251,098 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $5.6M as of Q3 2026.
Truist Financial bought 9,352 iShares iBonds Dec 2027 Term Treasury ETF shares in Q3 2026, an estimated $209K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #878 holding.
Truist Financial first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
241 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.