Wealth Enhancement Advisory Services’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Wealth Enhancement Advisory Services’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	$3.41M	Sell	152,629 -6,902	-4%	-$154K	0.01%	1237
2026 Q1	$3.57M	Sell	159,531 -118,216	-43%	-$2.66M	0.01%	1079
2025 Q4	$6.25M	Sell	277,747 -95,284	-26%	-$2.14M	0.01%	915
2025 Q3	$8.38M	Sell	373,031 -222,815	-37%	-$5M	0.01%	729
2025 Q2	$13.3M	Sell	595,846 -1,130	-0.2%	-$25.3K	0.02%	544
2025 Q1	$13.4M	Buy	596,976 +5,807	+1%	+$129K	0.03%	508
2024 Q4	$13.1M	Buy	591,169 +434,484	+277%	+$9.68M	0.03%	490
2024 Q3	$3.55M	Buy	156,685 +23,686	+18%	+$531K	0.01%	839
2024 Q2	$2.94M	Buy	+132,999	New	+$2.92M	0.01%	856
2024 Q1	–	Sell	-14,574	Closed	-$326K	–	2525
2023 Q4	$326K	Buy	+14,574	New	+$320K	﹤0.01%	1760

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

Wealth Enhancement Advisory Services's IBTH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.3% in Q2 2026, selling an estimated $154K and leaving 152,629 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #1237.

Wealth Enhancement Advisory Services first reported a position in IBTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2025. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Wealth Enhancement Advisory Services held 152,629 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.41M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,902 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $154K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1237 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $13.4M in Q1 2025.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.