WEG
IBTH icon

World Equity Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

World Equity Group’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 		$257K Hold
11,505
– – 0.06% 333
2026
Q1 		$258K Buy
11,505
+444
+4% +$9.97K 0.07% 320
2025
Q4 		$249K Buy
11,061
+668
+6% +$15K 0.07% 297
2025
Q3 		$234K Buy
+10,393
New +$233K 0.05% 314

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

World Equity Group's IBTH Position: Q2 2026 in Review

World Equity Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 11,505 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #333.

World Equity Group first reported a position in IBTH in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q1 2026. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • World Equity Group held 11,505 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $257K as of Q2 2026.
  • World Equity Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.06% of World Equity Group's portfolio in Q2 2026, its #333 holding.
  • World Equity Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • World Equity Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $258K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.