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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

247 managers (248 13F filers) reported a position in IBDV shares at 2025-06-30, 66,684,232 shares in all. 39 filers opened a position and 7 filers sold out during the quarter.

Managers
247
13F filers
248
New
39
Added
132
Reduced
45
Sold out
7
Shares held by filers
66,684,232

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Summit Wealth Partners, LLC9,803$215K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.9,500$209K<0.01%-1,80013F-HRTimeline
Atria Investments, Inc9,436$207K<0.01%-152,96113F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$207K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,350$206K0.04%new13F-HRTimelineGroup
Bradley & Co. Private Wealth Management…9,253$203K0.12%013F-HRTimeline
Sarver Vrooman Wealth Advisors9,218$203K0.13%+7,99413F-HRTimeline
Accretive Wealth Partners, LLC9,204$202K0.07%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC8,587$189K0.1%-20913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,908$174K0.02%+6,90813F-HRTimeline
Trust Co7,630$168K0.02%+1,84213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,364$162K<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.6,850$151K0.08%013F-HRTimeline
Steward Partners Investment Advisory, L…6,667$147K<0.01%+3,74313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,309$139K<0.01%+84813F-HRTimeline
Bogart Wealth, LLC6,124$135K0.01%+7313F-HRTimeline
Stone House Investment Management, LLC5,734$126K0.02%013F-HRTimeline
Princeton Global Asset Management LLC4,840$106K0.02%+4,03513F-HRTimeline
CVA Family Office, LLC4,565$100K0.01%013F-HRTimeline
2UniFi Bank4,482$98.5K0.06%+1,08613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,112$90.4K<0.01%+3,30013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,104$90.2K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$89K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,830$84.2K<0.01%+2013F-HRTimeline
Physician Wealth Advisors, Inc.2,470$54.3K0.01%013F-HRTimeline
United Community Bankin group United Community Bank2,270$49.9K0.02%+88013F-HRTimelineGroup
BARRETT & COMPANY, INC.2,086$45.9K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$44K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,423$31.3K<0.01%+25313F-HRTimeline
AlphaCore Capital LLC1,355$29.8K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,331$29.2K<0.01%+313F-HRTimelineGroup
Coastline Trust Co1,316$28.9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management1,276$28K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,250$27K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,172$25.8K0.01%new13F-HRTimeline
EASTERN BANK1,025$22.5K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,024$22.5K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.943$20.7K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC921$20.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc908$20K<0.01%+1113F-HRTimeline
Blue Trust, Inc.838$18.4K<0.01%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…829$18.2K<0.01%+913F-HRTimelineGroup
Rossby Financial, LCC810$17.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC410$9.01K<0.01%new13F-HRTimeline
First PREMIER Bank351$8K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC58$1.27K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.