Trust Point Inc’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Trust Point Inc’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	$342K	Buy	+15,281	New	+$342K	0.03%	310

Other funds holding IBTH

HPC

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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

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

Trust Point Inc's IBTH Position: Q2 2026 in Review

Trust Point Inc opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 15,281 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings.

310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Trust Point Inc held 15,281 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $342K as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Trust Point Inc position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #310 holding.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.