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Disclosery

IBCA ISHARES TR

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IBONDS DEC 2035 (fund)

62 managers (62 13F filers) reported a position in IBCA shares at 2025-12-31, 6,509,361 shares in all. 32 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
62
New
32
Added
22
Reduced
0
Sold out
3
Shares held by filers
6,509,361

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,715,750$44.5M0.68%+332,22513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/744,296$19.3M<0.01%new13F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp568,567$14.7M1.47%new13F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC529,786$13.7M5.79%+6,89713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY224,325$5.82M<0.01%new13F-HR/ATimelineGroup
Guidance Point Advisors, LLC221,647$5.75M1.33%+194,42713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC191,873$4.98M<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC181,703$4.71M0.02%+13,70613F-HRTimelineGroup
4Thought Financial Group Inc.180,113$4.67M2.31%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC167,625$4.35M0.05%new13F-HRTimelineGroup
Krilogy Financial LLC161,513$4.2M0.14%new13F-HRTimeline
UBS Group AGin group UBS Group AG158,607$4.11M<0.01%+55,74213F-HRTimelineGroup
Addison Advisors LLC143,278$3.72M0.83%+114,91513F-HRTimeline
INSTRUMENTAL WEALTH, LLC90,723$2.38M1.43%+9,88213F-HRTimeline
Stonebrook Private Inc.87,292$2.26M0.47%new13F-HRTimeline
Probity Advisors, Inc.85,056$2.21M0.35%+48,05813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…77,239$2M1.31%+27,26313F-HRTimeline
Archford Capital Strategies, LLC76,467$1.98M0.23%new13F-HRTimeline
J.W. COLE ADVISORS, INC.70,584$1.83M0.04%+3,49513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,016$1.76M<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp63,481$1.65M0.03%+42,70713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,241$1.59M<0.01%+10,02813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\60,265$1.56M<0.01%new13F-HRTimelineGroup
MCF Advisors LLC47,419$1.23M0.07%+20,21413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.36,188$939K0.09%new13F-HRTimeline
HighTower Advisors, LLC35,233$914K<0.01%+24,60413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC33,754$876K0.01%+16,64013F-HRTimeline
LPL Financial LLC33,165$860K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,540$818K<0.01%+12,94913F-HRTimeline
HANCOCK WHITNEY CORP30,874$801K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO30,605$794K0.26%+10,23313F-HRTimeline
Daviman Financial, LLC24,394$633K0.37%13F-HRTimeline
CFG Wealth Management Services, Inc.22,222$576K0.53%13F-HRTimeline
Stokes Family Office, LLC22,000$571K0.05%new13F-HRTimeline
Gilbert & Cook, Inc.19,085$495K0.06%new13F-HRTimeline
Parallel Advisors, LLC18,238$473K0.01%+18,14913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,498$455K<0.01%+3,66513F-HRTimeline
Advisory Services Network, LLC16,483$428K0.01%+2,56813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,697$407K0.02%new13F-HRTimelineGroup
Reliant Wealth Planning15,147$393K0.12%013F-HRTimeline
CFO CAPITAL MANAGEMENT LLC14,650$380K0.28%13F-HRTimeline
Atria Investments, Inc12,164$316K<0.01%new13F-HRTimeline
DEARBORN PARTNERS LLC12,158$310K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,505$298K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,061$287K<0.01%+39013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,718$278K<0.01%+4,72613F-HR/ATimelineGroup
Sarver Vrooman Wealth Advisors10,124$263K0.17%013F-HR/ATimeline
Cetera Investment Advisers10,060$261K<0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.8,534$221K0.03%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,378$217K<0.01%new13F-HRTimelineGroup
CNB Bank5,689$148K0.06%new13F-HRTimeline
Hyposwiss Advisors SA4,105$106K0.1%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,200$83K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,259$58.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,473$38.2K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,000$25.9K0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC873$22.6K<0.01%013F-HRTimeline
COMERICA BANK800$20.8K<0.01%new13F-HRTimeline
CENTRAL TRUST Co766$19.9K<0.01%new13F-HRTimeline
Bogart Wealth, LLC575$14.9K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN228$5.91K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.52$1.35K<0.01%new13F-HRTimelineGroup