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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

314 managers (315 13F filers) reported a position in IBDV shares at 2025-12-31, 95,999,431 shares in all. 45 filers opened a position and 11 filers sold out during the quarter.

Managers
314
13F filers
315
New
45
Added
195
Reduced
34
Sold out
11
Shares held by filers
95,999,431

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
LEAVELL INVESTMENT MANAGEMENT, INC.23,470$518K0.02%+6,60513F-HRTimeline
XML Financial, LLC23,446$517K0.04%+11,20813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,041$508K0.01%new13F-HRTimelineGroup
Redwood Financial Network Corp22,922$506K0.32%+3,49613F-HRTimeline
Great Diamond Partners, LLC22,728$502K0.1%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC22,331$493K<0.01%+2,58013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,064$487K<0.01%+5,34213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,028$486K<0.01%new13F-HRTimelineGroup
CFO CAPITAL MANAGEMENT LLC21,430$473K0.35%13F-HRTimeline
Advisory Services Network, LLC21,381$472K0.01%+1,19413F-HRTimeline
Ellis Investment Partners, LLC20,593$454K0.08%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,564$453K0.03%-4,96513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,279$448K0.01%-67513F-HRTimelineGroup
Mutual Advisors, LLC19,710$435K0.01%013F-HRTimeline
Clearstead Trust, LLC19,563$432K0.07%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC18,920$418K0.02%+2,30813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC18,620$411K0.03%+5,77513F-HRTimeline
Fortis Capital Management LLC18,204$402K0.05%-1,12913F-HRTimeline
Advance Capital Management, Inc.17,831$394K0.02%+4,68413F-HRTimeline
American Trust17,291$382K0.03%+60713F-HRTimeline
OAK FAMILY ADVISORS, LLC17,203$380K0.12%+7,29413F-HRTimeline
Clearstead Advisors, LLC17,103$377K<0.01%+1,21013F-HRTimeline
Gryphon Financial Partners LLC16,933$374K0.04%-3,74613F-HRTimeline
Yoder Wealth Management, Inc.16,900$373K0.17%+2,50013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC16,493$364K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,077$355K<0.01%new13F-HRTimelineGroup
Straight Path Wealth Management15,944$352K0.09%+3,39513F-HRTimeline
Cyr Financial Inc.15,602$344K0.21%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,600$344K0.06%013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC15,359$339K0.02%+5,65713F-HRTimeline
4J Wealth Management LLC15,168$335K0.19%+10013F-HRTimeline
COMERICA BANK14,904$329K<0.01%+89713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,789$326K0.22%+1,99613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,720$325K0.05%+1,35913F-HRTimeline
Princeton Global Asset Management LLC14,600$322K0.05%+9,14813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,518$321K<0.01%new13F-HRTimelineGroup
Johnson Bixby & Associates, LLC14,461$319K0.04%+21713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise13,952$308K0.01%-71713F-HRTimelineGroup
Koshinski Asset Management, Inc.13,709$303K0.02%+1,21513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,709$303K0.02%new13F-HRTimelineGroup
NWAM LLC12,877$284K0.02%+10613F-HRTimeline
Element Wealth, LLC12,886$284K0.12%new13F-HRTimeline
TD Waterhouse Canada Inc.12,962$283K<0.01%new13F-HRTimeline
Kesler, Norman & Wride, LLC12,786$282K0.05%+69813F-HRTimeline
Arkadios Wealth Advisors12,517$276K0.01%+1,32213F-HRTimeline
Accretive Wealth Partners, LLC12,462$275K0.08%+3,25813F-HRTimeline
Hurley Capital, LLC12,421$274K0.15%+18613F-HRTimeline
Heartland Bank & Trust Co12,382$273K0.12%new13F-HRTimeline
Robertson Stephens Wealth Management, L…12,300$271K0.01%new13F-HRTimeline
Moors & Cabot, Inc.11,797$260K0.01%+2,14613F-HRTimeline
Austin Private Wealth, LLC11,679$258K0.02%+1,13313F-HRTimeline
Van Hulzen Asset Management, LLC11,401$252K0.02%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,284$249K0.21%new13F-HRTimeline
Chicago Partners Investment Group LLC11,256$249K0.01%013F-HRTimeline
Addison Advisors LLC11,220$248K0.06%013F-HRTimeline
Granite Harbor Advisors, Inc.11,052$244K0.1%-29,68013F-HRTimeline
Sarver Vrooman Wealth Advisors10,958$242K0.15%+1,77813F-HR/ATimeline
Conrad Siegel Investment Advisors, Inc.10,904$241K0.05%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,826$239K0.01%+31713F-HRTimelineGroup
FOCUSED ALPHA, LLC10,819$239K0.07%13F-HRTimeline
Summit Wealth Partners, LLC9,803$216K0.04%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,789$216K<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,766$216K0.02%+14613F-HRTimeline
Sterling Investment Advisors, Ltd.9,660$213K0.04%new13F-HRTimeline
MLP3, LLC9,518$210K0.23%13F-HRTimeline
SCOTIA CAPITAL INC.9,500$210K<0.01%013F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$208K0.02%013F-HRTimeline
Frisch Financial Group, Inc.9,309$205K0.05%-1,30213F-HRTimeline
BARRETT & COMPANY, INC.9,086$201K0.07%+4,00013F-HRTimeline
Provenance Wealth Advisors, LLC8,148$180K0.02%-13,07913F-HRTimeline
Bradley & Co. Private Wealth Management…7,956$176K0.09%-1,29713F-HRTimeline
Trust Co7,631$168K0.02%+113F-HRTimeline
Steward Partners Investment Advisory, L…6,938$153K<0.01%013F-HRTimeline
Bogart Wealth, LLC6,802$150K0.01%+67813F-HRTimeline
MidFirst Bank6,643$147K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,603$146K<0.01%+22113F-HRTimeline
SIGNATUREFD, LLC6,347$140K<0.01%+27013F-HRTimeline
JDM Financial Group LLC6,337$140K0.05%-3313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd6,000$132K0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,975$132K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC5,916$131K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC5,734$127K0.02%013F-HRTimeline
CVA Family Office, LLC4,565$101K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,531$100K0.01%+3,20013F-HRTimelineGroup
AE Wealth Management LLC4,267$94.2K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,104$90.6K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$89.4K0.01%013F-HRTimeline
2UniFi Bank3,927$86.7K0.04%013F-HRTimeline
CNB Bank3,606$79.6K0.03%+70113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,291$71.9K<0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA3,091$68.2K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,500$55.2K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,470$54.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$44.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,515$33.4K<0.01%-302,86713F-HRTimelineGroup
PRIVATE TRUST CO NA1,344$29.7K<0.01%-7913F-HRTimeline
Coastline Trust Co1,316$29K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC1,250$28K<0.01%013F-HR/ATimelineGroup
MASECO LLP1,165$25.7K<0.01%new13F-HRTimeline
High Note Wealth, LLC1,130$24.9K<0.01%new13F-HRTimeline
EASTERN BANK1,025$22.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc932$20.6K<0.01%+1413F-HRTimeline
Blue Trust, Inc.860$19K<0.01%+1313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…849$18.7K<0.01%+1213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.807$18K0.01%+1213F-HRTimeline
Key Financial Inc684$15.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/660$14.6K<0.01%+1013F-HRTimelineGroup
Rossby Financial, LCC467$10.3K<0.01%-34313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.369$8.14K<0.01%+34513F-HRTimelineGroup
First PREMIER Bank351$8K<0.01%013F-HRTimeline
AlphaCore Capital LLC355$7.83K<0.01%013F-HRTimeline
SageView Advisory Group, LLC169$3.73K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.118$3K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC58$1.28K<0.01%013F-HRTimeline