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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

268 managers (269 13F filers) reported a position in IBDV shares at 2025-09-30, 72,449,704 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
268
13F filers
269
New
32
Added
160
Reduced
34
Sold out
9
Shares held by filers
72,449,704

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
ROBINSON SMITH WEALTH ADVISORS LLC12,793$283K0.2%+1,01613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,750$282K0.02%+4,84213F-HRTimeline
Straight Path Wealth Management12,549$278K0.08%013F-HRTimeline
Koshinski Asset Management, Inc.12,494$277K0.02%+48513F-HRTimeline
Creative Planningin group Creative Planning12,312$273K<0.01%-1,30113F-HRTimelineGroup
XML Financial, LLC12,238$271K0.02%new13F-HRTimeline
Hurley Capital, LLC12,235$271K0.15%+14013F-HRTimeline
Kesler, Norman & Wride, LLC12,088$258K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC11,256$250K0.01%new13F-HRTimeline
Addison Advisors LLC11,220$249K0.06%013F-HRTimeline
Arkadios Wealth Advisors11,195$248K0.01%+1,21613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC11,078$245K0.12%+2,49113F-HRTimeline
Frisch Financial Group, Inc.10,611$235K0.05%new13F-HRTimeline
Austin Private Wealth, LLC10,546$234K0.02%+30513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,509$232K0.01%+17613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd10,200$226K<0.01%new13F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC9,909$219K0.07%-1,49613F-HRTimeline
Summit Wealth Partners, LLC9,803$217K0.04%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,702$215K0.01%new13F-HRTimeline
Moors & Cabot, Inc.9,651$214K0.01%new13F-HRTimeline
Atria Investments, Inc9,625$213K<0.01%+18913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,620$213K0.02%new13F-HRTimeline
SCOTIA CAPITAL INC.9,500$210K<0.01%013F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$209K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…9,253$205K0.11%013F-HRTimeline
Accretive Wealth Partners, LLC9,204$204K0.06%013F-HRTimeline
Sarver Vrooman Wealth Advisors9,180$203K0.13%-3813F-HRTimeline
Trust Co7,630$169K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,364$163K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,938$154K<0.01%+27113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.6,850$152K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,382$141K<0.01%+7313F-HRTimeline
JDM Financial Group LLC6,370$141K0.06%new13F-HRTimeline
Bogart Wealth, LLC6,124$136K0.01%013F-HRTimeline
SIGNATUREFD, LLC6,077$135K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC5,734$127K0.02%013F-HRTimeline
Princeton Global Asset Management LLC5,452$121K0.02%+61213F-HRTimeline
BARRETT & COMPANY, INC.5,086$113K0.04%+3,00013F-HRTimeline
CVA Family Office, LLC4,565$101K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,104$90.9K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$89.7K0.01%013F-HRTimeline
2UniFi Bank3,927$87K0.04%-55513F-HRTimeline
CNB Bank2,905$64.3K0.03%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,470$54.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank2,270$50.3K0.02%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$44.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,423$31.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,394$30.9K<0.01%+37013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,331$29.5K<0.01%013F-HRTimelineGroup
Coastline Trust Co1,316$29.1K<0.01%013F-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$28K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,200$26.6K<0.01%new13F-HRTimelineGroup
EASTERN BANK1,025$22.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC932$20.6K<0.01%+1113F-HRTimeline
AdvisorNet Financial, Inc918$20.3K<0.01%+1013F-HRTimeline
Blue Trust, Inc.847$18.8K<0.01%+913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…837$18.5K<0.01%+813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.830$18.4K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.795$18K0.01%new13F-HRTimeline
Rossby Financial, LCC810$17.9K0.01%013F-HRTimeline
Key Financial Inc684$15.1K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/650$14.4K<0.01%new13F-HRTimelineGroup
Kozak & Associates, Inc.617$13.6K<0.01%new13F-HRTimeline
First PREMIER Bank351$8K<0.01%013F-HRTimeline
AlphaCore Capital LLC355$7.86K<0.01%-1,00013F-HRTimeline
Aventura Private Wealth, LLC58$1.28K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.24$532<0.01%new13F-HRTimelineGroup