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Disclosery

IBDV ISHARES TR

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IBONDS DEC 2030 (fund)

335 managers (336 13F filers) reported a position in IBDV shares at 2026-03-31, 106,537,770 shares in all. 38 filers opened a position and 15 filers sold out during the quarter.

Managers
335
13F filers
336
New
38
Added
214
Reduced
45
Sold out
15
Shares held by filers
106,537,770

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TABLEAUX LLC31,031$679K0.33%+5,85513F-HRTimeline
Newman Dignan & Sheerar, Inc.30,848$675K0.14%-1,13513F-HRTimeline
Gradient Capital Advisors, LLC29,999$657K0.17%013F-HRTimeline
Great Diamond Partners, LLC29,995$657K0.13%+7,26713F-HRTimeline
Sightline Wealth Advisors, LLC29,460$645K0.27%+1,16113F-HRTimeline
DEARBORN PARTNERS LLC28,496$624K0.03%+90213F-HRTimeline
Redwood Financial Network Corp28,160$616K0.4%+5,23813F-HRTimeline
Van Hulzen Asset Management, LLC26,361$577K0.04%+14,96013F-HRTimeline
XML Financial, LLC26,182$573K0.05%+2,73613F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$569K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co25,900$567K0.03%new13F-HRTimelineGroup
TFR Capital, LLC.25,574$560K0.17%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT25,465$557K0.12%-12,33013F-HRTimeline
Hyposwiss Advisors SA25,400$556K0.55%-1,02513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,503$536K0.01%+1,46213F-HRTimelineGroup
CGN Advisors LLC24,200$530K0.04%-12,59013F-HRTimeline
CFO CAPITAL MANAGEMENT LLC24,112$526K0.43%+2,68213F-HRTimeline
Stokes Family Office, LLC23,845$522K0.05%013F-HRTimeline
SUMMITRY LLC23,450$513K0.02%new13F-HR/ATimeline
Ellis Investment Partners, LLC23,359$511K0.09%+2,76613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,855$478K<0.01%+7,33713F-HRTimelineGroup
Arkadios Wealth Advisors21,566$472K0.01%+9,04913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,081$461K<0.01%-1,25013F-HRTimelineGroup
MLP3, LLC20,841$456K0.5%+11,32313F-HRTimeline
Advisory Services Network, LLC20,741$454K0.01%-64013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…20,279$444K0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,821$434K<0.01%-2,24313F-HRTimeline
Clearstead Trust, LLC19,563$428K0.07%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC19,475$426K0.03%+85513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,945$415K<0.01%+18,09613F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC18,920$414K0.02%013F-HRTimeline
Clearstead Advisors, LLC18,903$414K<0.01%+1,80013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,249$399K<0.01%-6,69213F-HRTimelineGroup
Advance Capital Management, Inc.17,938$393K0.01%+10713F-HRTimeline
Heartland Bank & Trust Co17,667$387K0.09%+5,28513F-HRTimeline
American Trust17,291$378K0.03%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,272$378K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC17,176$376K0.01%-2,53413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise17,106$374K0.01%+3,15413F-HRTimelineGroup
Yoder Wealth Management, Inc.16,900$370K0.17%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC16,493$361K0.01%013F-HRTimeline
Princeton Global Asset Management LLC16,362$358K0.06%+1,76213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC16,275$356K0.04%+6,50913F-HRTimeline
Straight Path Wealth Management15,944$349K0.09%013F-HRTimeline
4J Wealth Management LLC15,888$348K0.2%+72013F-HRTimeline
Koshinski Asset Management, Inc.15,882$348K0.02%+2,17313F-HRTimeline
Accretive Wealth Partners, LLC15,828$346K0.1%+3,36613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC15,807$346K0.02%+44813F-HRTimeline
Wick Capital Partners, LLC13,604$345K0.06%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,609$342K0.02%new13F-HRTimeline
Moors & Cabot, Inc.15,574$341K0.01%+3,77713F-HRTimeline
Kesler, Norman & Wride, LLC15,486$339K0.06%+2,70013F-HRTimeline
FOCUSED ALPHA, LLC15,467$339K0.1%+4,64813F-HRTimeline
Element Wealth, LLC15,314$335K0.14%+2,42813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,720$322K0.05%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC14,621$320K0.22%-16813F-HRTimeline
Johnson Bixby & Associates, LLC14,569$319K0.04%+10813F-HRTimeline
TD Waterhouse Canada Inc.14,419$314K<0.01%+1,45713F-HRTimeline
Cyr Financial Inc.14,250$312K0.18%-1,35213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,148$309K0.02%-6,41613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,015$307K<0.01%-1,113,04913F-HRTimelineGroup
ProVise Management Group, LLC13,690$300K0.02%new13F-HRTimeline
MidFirst Bank13,543$296K0.02%+6,90013F-HRTimeline
Avidian Wealth Enterprises, LLC13,441$294K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,048$286K0.02%-66113F-HRTimelineGroup
NWAM LLC12,946$283K0.02%+6913F-HRTimeline
Hurley Capital, LLC12,513$274K0.15%+9213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,494$273K<0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…12,300$269K0.01%013F-HRTimeline
Autumn Glory Partners, LLC12,197$267K0.1%new13F-HRTimeline
Sarver Vrooman Wealth Advisors11,914$261K0.16%+95613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.11,782$258K0.02%+7,25113F-HRTimelineGroup
Addison Advisors LLC11,465$251K0.06%+24513F-HRTimeline
SIGNATUREFD, LLC11,107$243K<0.01%+4,76013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,934$239K<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding10,856$237K+30Timeline
Betterment LLC9,904$217K<0.01%new13F-HRTimeline
Csenge Advisory Group9,885$216K0.01%new13F-HRTimeline
Sterling Investment Advisors, Ltd.9,885$216K0.04%+22513F-HRTimeline
Summit Wealth Partners, LLC9,803$215K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,789$214K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC9,732$213K0.01%+2,93013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC9,635$212K0.2%new13F-HRTimeline
SCOTIA CAPITAL INC.9,500$208K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…9,436$207K<0.01%+2,49813F-HRTimeline
Syntegra Private Wealth Group, LLC9,423$206K0.02%013F-HRTimeline
Plancorp, LLC9,190$201K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.9,086$199K0.07%013F-HRTimeline
Provenance Wealth Advisors, LLC8,148$178K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,086$177K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…7,956$174K0.09%013F-HRTimeline
Trust Co7,659$168K0.02%+2813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,426$162K<0.01%+5,91113F-HR/ATimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,280$159K0.01%+1,28013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,651$146K<0.01%+4813F-HRTimeline
Stone House Investment Management, LLC5,734$126K0.02%013F-HRTimeline
Intentional Wealth Strategies, LLC5,725$125K0.12%13F-HRTimeline
FMR LLCin group FMR LLC5,357$117K<0.01%-55913F-HRTimelineGroup
JDM Financial Group LLC4,883$107K0.04%-1,45413F-HRTimeline
High Note Wealth, LLC4,740$104K0.02%+3,61013F-HRTimeline
CVA Family Office, LLC4,565$99.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,104$89.8K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,049$88.6K0.01%013F-HRTimeline
2UniFi Bank3,927$86K0.04%013F-HRTimeline
AE Wealth Management LLC3,906$85.5K<0.01%-36113F-HRTimeline
Truvestments Capital LLC3,634$79.5K0.01%new13F-HRTimeline
CNB Bank3,589$78.6K0.03%-1713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,421$74.8K<0.01%+13013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,406$74.5K0.03%new13F-HRTimeline
Miller Global Investments, LLC2,755$60.3K0.06%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,500$54.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,490$54.5K<0.01%+1,83013F-HRTimelineGroup
PITTENGER & ANDERSON INC2,485$54.4K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,470$54.1K0.01%013F-HRTimeline
United Community Bankin group United Community Bank2,220$48.6K0.02%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$43.7K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,930$42.2K<0.01%new13F-HRTimeline
Napier Financial, LLC1,517$33.2K0.01%new13F-HRTimeline
BALLAST ADVISORS LLC1,379$30.2K0.01%new13F-HR/ATimeline
PRIVATE TRUST CO NA1,344$29.4K<0.01%013F-HRTimeline
Coastline Trust Co1,316$28.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC1,250$27K<0.01%013F-HRTimelineGroup
EASTERN BANK1,150$25.2K<0.01%+12513F-HRTimeline
BOKF, NAin group BOKF, NA1,146$25.1K<0.01%-1,94513F-HRTimelineGroup
AdvisorNet Financial, Inc939$20.6K<0.01%+713F-HRTimeline
Rossby Financial, LCC873$19K<0.01%+40613F-HRTimeline
Blue Trust, Inc.867$19K<0.01%+713F-HRTimeline
GAMMA Investing LLC831$18.2K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.813$18K0.01%+613F-HRTimeline
Venturi Wealth Management, LLC765$16.7K<0.01%new13F-HRTimeline
Key Financial Inc684$15K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC523$11.4K<0.01%13F-HRTimelineGroup
First PREMIER Bank351$8K<0.01%013F-HRTimeline
AlphaCore Capital LLC355$7.77K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC58$1.27K<0.01%013F-HRTimeline