Vestmark Advisory Solutions’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Vestmark Advisory Solutions’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	$258K	Buy	+11,515	New	+$258K	﹤0.01%	1324

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

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

Vestmark Advisory Solutions's IBTH Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 11,515 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings.

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

Vestmark Advisory Solutions held 11,515 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $258K as of Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Vestmark Advisory Solutions position in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1324 holding.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.