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Visionary Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Visionary Wealth 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 		$428K Buy
19,139
+3,883
+25% +$86.9K 0.02% 463
2026
Q1 		$342K Sell
15,256
-27
-0.2% -$607 0.02% 492
2025
Q4 		$343K Sell
15,283
-145
-0.9% -$3.26K 0.02% 470
2025
Q3 		$347K Buy
15,428
+3,890
+34% +$87.3K 0.02% 466
2025
Q2 		$259K Buy
+11,538
New +$258K 0.01% 492

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

Visionary Wealth Advisors's IBTH Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 25% in Q2 2026, buying an estimated $86.9K and bringing the position to 19,139 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #463.

Visionary Wealth Advisors first reported a position in IBTH in Q2 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Visionary Wealth Advisors held 19,139 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $428K as of Q2 2026.
  • Visionary Wealth Advisors bought 3,883 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $86.9K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #463 holding.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.