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IBCA ISHARES TR

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IBONDS DEC 2035 (fund)

29 managers (29 13F filers) reported a position in IBCA shares at 2025-09-30, 2,740,087 shares in all. 20 filers opened a position and 2 filers sold out during the quarter.

Managers
29
13F filers
29
New
20
Added
8
Reduced
0
Sold out
2
Shares held by filers
2,740,087

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Investment Advisors, LLC1,383,525$36M0.59%+355,56913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC522,889$13.6M5.89%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC167,997$4.37M0.02%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG102,865$2.68M<0.01%+69,76513F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC80,841$2.11M1.48%new13F-HRTimeline
J.W. COLE ADVISORS, INC.67,089$1.75M0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,213$1.33M<0.01%+50,98413F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…49,976$1.3M0.83%new13F-HRTimeline
Probity Advisors, Inc.36,998$963K0.16%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,729$878K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC28,363$739K0.17%+27,12813F-HRTimeline
Guidance Point Advisors, LLC27,220$709K0.17%+18,78113F-HRTimeline
MCF Advisors LLC27,205$708K0.04%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20,774$541K0.01%+8,60713F-HRTimelineGroup
ADIRONDACK TRUST CO20,372$530K0.18%+14,92013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,591$484K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,114$446K0.01%new13F-HRTimeline
Reliant Wealth Planning15,147$394K0.13%new13F-HRTimeline
Advisory Services Network, LLC13,915$362K0.01%+10813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,833$360K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,671$278K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC10,629$277K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors10,124$264K0.17%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,992$156K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,000$26K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC873$22.7K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.715$18.6K<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.338$8.8K<0.01%new13F-HRTimeline
Parallel Advisors, LLC89$2.32K<0.01%new13F-HRTimeline