Wealthspire Advisors (New York)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Wealthspire Advisors (New York)’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	$2.99M	Buy	133,738 +4,277	+3%	+$95.7K	0.02%	345
2026 Q1	$2.9M	Buy	129,461 +5,274	+4%	+$118K	0.02%	233
2025 Q4	$2.79M	Buy	124,187 +12,971	+12%	+$292K	0.02%	240
2025 Q3	$2.5M	Buy	111,216 +14,395	+15%	+$323K	0.01%	243
2025 Q2	$2.18M	Buy	96,821 +3,865	+4%	+$86.6K	0.01%	268
2025 Q1	$2.08M	Buy	92,956 +34,767	+60%	+$774K	0.01%	271
2024 Q4	$1.29M	Buy	+58,189	New	+$1.3M	0.01%	320

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

Wealthspire Advisors (New York)'s IBTH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.3% in Q2 2026, buying an estimated $95.7K and bringing the position to 133,738 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #345.

Wealthspire Advisors (New York) first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Wealthspire Advisors (New York) held 133,738 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.99M as of Q2 2026.
Wealthspire Advisors (New York) bought 4,277 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $95.7K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #345 holding.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.