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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

347 managers (349 13F filers) reported a position in IBDV shares at 2026-06-30, 112,903,056 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
347
13F filers
349
New
28
Added
208
Reduced
62
Sold out
12
Shares held by filers
112,903,056

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Aspen Wealth Management LLC31,969$697K0.12%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,577$688K0.01%-1,02713F-HRTimelineGroup
DEARBORN PARTNERS LLC31,413$685K0.04%+2,91713F-HR/ATimeline
TABLEAUX LLC30,234$659K0.28%-79713F-HRTimeline
Gradient Capital Advisors, LLC29,999$654K0.15%013F-HRTimeline
Gilbert Capital Group, Inc.29,873$651K0.46%-3,16013F-HRTimeline
Redwood Financial Network Corp29,342$640K0.35%+1,18213F-HRTimeline
Stokes Family Office, LLC29,250$638K0.07%+5,40513F-HRTimeline
XML Financial, LLC29,160$636K0.05%+2,97813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,692$626K<0.01%+6,83713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…28,409$619K0.02%-14,42613F-HRTimelineGroup
Advisory Services Network, LLC27,609$602K0.01%+6,86813F-HRTimeline
Global Retirement Partners, LLC26,971$588K0.01%13F-HRTimeline
Princeton Global Asset Management LLC26,240$572K0.08%+9,87813F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$567K0.03%013F-HRTimeline
Van Hulzen Asset Management, LLC25,541$557K0.04%-82013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,818$536K+13,962Timeline
Hyposwiss Advisors SA24,000$523K0.5%-1,40013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.23,917$521K0.01%-58613F-HRTimeline
Ellis Investment Partners, LLC23,751$518K0.08%+39213F-HRTimeline
MidFirst Bank23,298$508K0.04%+9,75513F-HRTimeline
Private Advisor Group, LLC23,203$506K<0.01%-44,78713F-HRTimeline
MML INVESTORS SERVICES, LLC22,877$499K<0.01%+3,05613F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…22,637$493K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,451$489K<0.01%+5,17913F-HRTimelineGroup
CGN Advisors LLC22,383$488K0.04%-1,81713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS21,667$472K0.05%new13F-HRTimeline
Arkadios Wealth Advisors21,464$468K0.01%-10213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,346$465K<0.01%+26513F-HRTimelineGroup
Community Financial Services Group, LLC20,635$448K0.07%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC20,287$442K0.03%+4,01213F-HRTimeline
Alliance Wealth Advisors, LLC /UT20,280$442K0.08%-5,18513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,279$442K0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.20,106$438K0.12%+11,02013F-HRTimeline
ADG Wealth Management Group, LLC20,000$436K0.28%new13F-HRTimeline
Clearstead Trust, LLC19,563$426K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,154$418K<0.01%+20913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC18,920$412K0.02%013F-HRTimeline
Kesler, Norman & Wride, LLC18,821$410K0.06%+3,33513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC18,795$410K0.03%-68013F-HRTimeline
ProVise Management Group, LLC18,784$409K0.03%+5,09413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,368$400K<0.01%+11913F-HRTimelineGroup
Advance Capital Management, Inc.18,103$395K0.01%+16513F-HRTimeline
Moors & Cabot, Inc.17,786$388K0.02%+2,21213F-HRTimeline
Mutual Advisors, LLC17,594$384K0.01%+41813F-HRTimeline
American Trust17,291$377K0.03%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise17,251$376K0.02%+14513F-HRTimelineGroup
Quartz Partners, LLC17,028$371K0.12%new13F-HRTimeline
Yoder Wealth Management, Inc.16,900$368K0.14%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC16,493$360K0.01%013F-HRTimeline
XY Planning Network, Inc.16,357$357K0.04%new13F-HRTimeline
Summit Trail Advisors, LLC16,350$356K<0.01%new13F-HRTimeline
Straight Path Wealth Management15,944$348K0.08%013F-HRTimeline
4J Wealth Management LLC15,888$346K0.17%013F-HRTimeline
Koshinski Asset Management, Inc.15,852$346K0.02%-3013F-HRTimeline
Accretive Wealth Partners, LLC15,828$345K0.08%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.15,742$343K0.02%+3,96013F-HRTimelineGroup
FOCUSED ALPHA, LLC15,684$342K0.09%+21713F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,609$340K0.02%013F-HRTimeline
Element Wealth, LLC15,475$337K0.13%+16113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC15,227$332K0.2%+60613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,134$330K0.02%+2,08613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC15,127$330K0.01%+1,68613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,108$329K<0.01%new13F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC15,043$328K0.02%-76413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,720$321K0.05%013F-HRTimeline
Johnson Bixby & Associates, LLC14,695$320K0.04%+12613F-HRTimeline
Cyr Financial Inc.14,578$318K0.17%+32813F-HRTimeline
TD Waterhouse Canada Inc.14,419$313K<0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,708$298K0.01%-44013F-HRTimeline
SIGNATUREFD, LLC13,403$292K<0.01%+2,29613F-HRTimeline
NWAM LLC13,053$285K0.01%+10713F-HRTimeline
Robertson Stephens Wealth Management, L…12,853$280K0.01%+55313F-HRTimeline
Hurley Capital, LLC12,656$276K0.14%+14313F-HRTimeline
Autumn Glory Partners, LLC12,197$266K0.08%013F-HRTimeline
Sarver Vrooman Wealth Advisors11,914$259K0.15%013F-HRTimeline
Betterment LLC11,754$256K<0.01%+1,85013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,679$255K<0.01%-81513F-HRTimelineGroup
Berkshire Money Management, Inc.11,520$251K0.02%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC11,538$250K0.22%+1,90313F-HRTimeline
IFG Advisory, LLC11,307$246K0.01%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.11,243$245K0.09%new13F-HRTimeline
Vise Technologies, Inc.11,221$245K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,035$241K<0.01%-2,98013F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC10,705$233K0.08%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,622$232K<0.01%new13F-HR/ATimelineGroup
Aprio Wealth Management, LLC10,486$229K0.01%-22,03013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.10,385$226K0.09%new13F-HRTimeline
Sterling Investment Advisors, Ltd.10,235$223K0.04%+35013F-HRTimeline
Csenge Advisory Group9,885$216K0.01%013F-HRTimeline
Summit Wealth Partners, LLC9,803$214K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,789$213K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC9,732$212K0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,732$212K<0.01%new13F-HRTimelineGroup
SCOTIA CAPITAL INC.9,500$207K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…9,436$206K<0.01%013F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$205K0.02%013F-HRTimeline
Addison Advisors LLC9,370$204K0.1%-2,09513F-HRTimeline
CHOREO, LLC9,220$201K<0.01%new13F-HRTimeline
Plancorp, LLC9,294$201K<0.01%+10413F-HRTimeline
Robbins Farley9,150$199K0.08%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,945$195K<0.01%+85913F-HRTimeline
GAMMA Investing LLC8,866$193K0.01%+8,03513F-HRTimeline
Provenance Wealth Advisors, LLC8,148$178K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…7,956$173K0.08%013F-HRTimeline
Physician Wealth Advisors, Inc.7,787$170K0.02%+5,31713F-HRTimeline
Trust Co7,659$167K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,177$157K<0.01%-24913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,727$147K<0.01%+7613F-HRTimeline
Stone House Investment Management, LLC5,734$125K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,313$116K<0.01%+1,89213F-HRTimelineGroup
PITTENGER & ANDERSON INC4,780$104K<0.01%+2,29513F-HRTimeline
AE Wealth Management LLC4,718$103K<0.01%+81213F-HRTimeline
CVA Family Office, LLC4,565$99.5K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,104$89.5K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$88.3K0.01%013F-HRTimeline
NBH Bank3,927$85.6K0.04%13F-HRTimeline
CNB Bank3,767$82.1K0.03%+17813F-HRTimeline
BALLAST ADVISORS LLC3,759$81.9K0.02%+2,38013F-HRTimeline
Truvestments Capital LLC3,634$79.2K0.01%013F-HRTimeline
High Note Wealth, LLC3,610$78.7K0.01%-1,13013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,444$75.1K0.02%+3813F-HRTimeline
Blue Trust, Inc.3,125$68.1K<0.01%+2,25813F-HRTimeline
JDM Financial Group LLC3,079$67.1K0.02%-1,80413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,560$55.3K<0.01%-4,72013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,500$54.5K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.2,500$54.5K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT2,326$50.7K<0.01%13F-HRTimeline
United Community Bankin group United Community Bank2,220$48.4K0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$43.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,829$39.9K<0.01%-3,52813F-HRTimelineGroup
Rossby Financial, LCC1,788$39K0.01%+91513F-HRTimeline
EASTERN BANK1,550$33.8K<0.01%+40013F-HRTimeline
Fairway Wealth LLC1,370$29.9K0.01%new13F-HRTimeline
Coastline Trust Co1,316$28.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA1,304$28.4K<0.01%-4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,250$27K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc950$20.7K<0.01%+1113F-HRTimeline
Venturi Wealth Management, LLC765$16.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/672$14.7K<0.01%-1,81813F-HRTimelineGroup
Key Financial Inc590$12.9K<0.01%-9413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC523$11.4K<0.01%013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC440$9.59K0.01%new13F-HRTimeline
First PREMIER Bank351$8K<0.01%013F-HRTimeline
AlphaCore Capital LLC355$7.74K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…311$6.78K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC58$1.26K<0.01%013F-HRTimeline