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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,141,072$180M0.01%+2,591,74413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,189,596$137M0.21%+2,332,18913F-HRTimeline
Aptus Capital Advisors, LLC5,933,256$131M1.11%+307,75513F-HRTimeline
Capital Investment Advisors, LLC3,912,881$86.4M1.32%+229,56613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,572,524$78.8M<0.01%+663,07613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,549,093$78.3M0.02%+1,084,29813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,032,393$66.9M0.01%+185,63813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,026,891$66.8M1.08%+83,03913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,342,102$51.7M0.01%+260,98713F-HRTimelineGroup
HighTower Advisors, LLC2,292,925$50.6M0.06%+146,12813F-HRTimeline
UBS Group AGin group UBS Group AG1,873,007$41.3M0.01%+474,84513F-HRTimelineGroup
HM PAYSON & CO1,652,913$36.5M0.51%+1,580,20013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,624,318$35.8M1.82%-9,57913F-HRTimeline
Summit Financial, LLC1,574,557$34.8M0.51%+22,07213F-HRTimeline
Klingman & Associates, LLC1,569,753$34.6M1.67%+133,77313F-HRTimeline
Gratus Wealth Advisors, LLC1,482,987$32.7M4.54%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC1,478,715$32.6M2.19%+491,08513F-HRTimeline
Kathmere Capital Management, LLC1,376,104$30.4M2.05%new13F-HRTimeline
NewEdge Advisors, LLC1,134,774$25M0.09%+185,27413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,127,064$24.9M0.43%+69,51013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,120,067$24.7M0.03%+19,81813F-HRTimelineGroup
RVW Wealth, LLC1,113,152$24.6M1.88%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP957,483$21.1M0.02%+81,76513F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC953,887$21.1M1.32%+158,36213F-HRTimeline
Advisors Capital Management, LLC947,056$20.9M0.25%+52,08313F-HRTimeline
LPL Financial LLC857,484$18.9M0.01%+346,45313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.835,858$18.4M1.77%+37,78713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC807,024$17.8M0.68%+114,87113F-HRTimeline
EP Wealth Advisors, LLC722,666$15.9M0.08%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC695,875$15.4M0.02%+52,76813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp667,192$14.7M1.47%+23,16513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC616,019$13.6M0.02%+507,49113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…604,975$13.4M0.02%+12,71213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC599,953$13.2M<0.01%+6,52313F-HRTimelineGroup
PFG Private Wealth Management, LLC586,432$12.9M5.66%new13F-HRTimeline
Venture Visionary Partners LLC568,050$12.6M0.41%+5,65213F-HRTimeline
Ironwood Financial, llc533,013$11.8M1.99%+37,04813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding499,087$11M+297,566Timeline
CAPTRUST FINANCIAL ADVISORS467,361$10.3M0.02%+426,73913F-HRTimeline
Probity Advisors, Inc.465,937$10.3M1.65%+20,07913F-HRTimeline
REBALANCE, LLC459,388$10.1M0.59%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC454,157$10M0.11%+103,72513F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP452,987$10M0.72%+80,76113F-HRTimeline
Janney Montgomery Scott LLC451,164$9.96M0.02%+34,29613F-HRTimeline
First National Trust Co450,474$9.94M0.33%+130,67213F-HRTimeline
Commonwealth Financial Services, LLC439,182$9.69M1.6%+17,40413F-HRTimeline
Snowden Capital Advisors LLC437,990$9.67M0.25%+81,32813F-HRTimeline
CENTRAL TRUST Co436,437$9.63M0.19%+143,26513F-HRTimeline
RWA WEALTH PARTNERS, LLC432,913$9.55M0.1%+68013F-HRTimeline
NOVEM GROUP426,949$9.42M1.09%+20,69613F-HRTimeline
MinichMacGregor Wealth Management, LLC426,638$9.42M1.71%+29,43813F-HRTimeline
Parkway Wealth Management Group, LLC418,763$9.24M1.24%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.409,209$9.03M<0.01%+322,01413F-HRTimelineGroup
Guidance Point Advisors, LLC397,616$8.78M2.03%+73,26213F-HRTimeline
Centric Wealth Management394,285$8.69M1.84%+14,22713F-HRTimeline
Cambridge Investment Research Advisors,…380,981$8.41M0.02%+15,25113F-HRTimeline
EIGHT 31 FINANCIAL, LLC369,742$8.16M4.48%+25,60513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp362,828$8.01M0.15%+98,12513F-HRTimelineGroup
Peloton Wealth Strategists359,850$7.94M3.08%+63,60013F-HRTimeline
Parallel Advisors, LLC353,005$7.79M0.14%+77,44313F-HRTimeline
Sanctuary Advisors, LLC344,445$7.6M0.04%+322,11213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…329,418$7.27M<0.01%+61,03813F-HR/ATimelineGroup
Cornerstone Planning, LLC328,400$7.25M1.68%13F-HRTimeline
Glenview Trust Co322,229$7.11M0.11%+69,63413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC293,682$6.48M3.02%+282,60413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC285,447$6.31M0.02%+14,65613F-HRTimelineGroup
Praetorian Wealth Management, Inc.277,002$6.11M1.21%+21,49213F-HRTimeline
Allworth Financial LP269,444$5.95M0.02%+246,18013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV254,945$5.63M1.48%+20,02613F-HRTimeline
Wilkins Miller Wealth Management, LLC252,808$5.58M3.32%+6,72813F-HRTimeline
OneDigital Investment Advisors LLC248,375$5.48M0.05%new13F-HRTimeline
Signature Wealth Management Group248,375$5.48M2.23%-89513F-HRTimeline
Krilogy Financial LLC244,936$5.41M0.18%+8,91113F-HRTimeline
4Thought Financial Group Inc.239,722$5.29M2.62%+11,83013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC239,343$5.28M0.33%+24,70213F-HRTimeline
Atria Investments, Inc233,606$5.16M0.06%+223,98113F-HRTimeline
Cetera Investment Advisers229,845$5.07M0.01%+28,91113F-HRTimeline
Windsor Capital Management, LLC228,521$5.04M1.39%+9,00213F-HRTimeline
IFP Advisors, Inc227,513$5.02M0.11%+100,82213F-HRTimeline
HANCOCK WHITNEY CORP224,886$4.96M0.09%-4,79413F-HRTimeline
NESTEGG ADVISORS, INC.210,973$4.66M3.98%-185,95113F-HRTimeline
CWM, LLCin group CWM, LLC206,486$4.56M0.01%+43,48913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC204,836$4.52M<0.01%-102,49813F-HRTimelineGroup
VIRGINIA WEALTH MANAGEMENT GROUP, INC.200,860$4.43M2.59%new13F-HRTimeline
Keeler Thomas Management LLC200,827$4.43M2.11%-1,17413F-HRTimeline
Houlihan Financial Resource Group, Ltd.197,348$4.36M1.66%+118,29813F-HRTimeline
Winthrop Partners - WNY, LLC196,868$4.34M2.34%13F-HRTimeline
MEMBERS WEALTH LLC193,880$4.28M2.68%+3,25613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…181,404$4.01M0.01%+11,95613F-HRTimeline
Rossmore Private Capital178,033$3.93M0.35%+55,64013F-HRTimeline
MCF Advisors LLC169,984$3.75M0.21%+2,12913F-HRTimeline
HAMEL ASSOCIATES, INC.162,956$3.6M1.08%+53,18113F-HRTimeline
Quantum Financial Advisors, LLC161,308$3.56M0.4%+27,34413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC155,786$3.44M0.72%+9,43813F-HRTimeline
ROMANO BROTHERS AND COMPANY155,777$3.44M0.39%+48,26113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC154,401$3.41M0.22%+4,14513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150,426$3.32M<0.01%+85,54113F-HRTimelineGroup
Beacon Pointe Advisors, LLC149,614$3.3M0.02%+8,84413F-HRTimeline
Stonebrook Private Inc.144,897$3.2M0.67%+43,23013F-HRTimeline
ADIRONDACK TRUST CO132,826$2.93M0.96%+17,14513F-HRTimeline
Penobscot Investment Management Company…130,442$2.88M0.22%+39,70713F-HRTimeline
J.W. COLE ADVISORS, INC.129,502$2.86M0.07%-42213F-HRTimeline
LifePlan Financial, LLC122,362$2.7M2.07%+2,90013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,957$2.67M<0.01%+35,02613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…118,125$2.61M0.02%+36,53513F-HRTimelineGroup
Twin Cities Retirement Group LLC115,479$2.55M2.46%13F-HRTimeline
Global Retirement Partners, LLC113,856$2.51M0.04%+5,87513F-HRTimeline
Arcataur Capital Management LLC112,398$2.48M0.71%-57713F-HRTimeline
Leo Wealth, LLC111,424$2.46M0.18%+1,16413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.109,615$2.42M0.16%+65,12613F-HRTimeline
INSTRUMENTAL WEALTH, LLC107,518$2.39M1.43%+10,60713F-HRTimeline
Valmark Advisers, Inc.105,063$2.32M0.03%+28,54213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.104,322$2.3M0.03%+71,73713F-HRTimelineGroup
Laurel Wealth Advisors LLC100,900$2.23M0.29%+9,95013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp98,624$2.18M0.06%+7,94113F-HRTimelineGroup
FourThought Financial Partners, LLC93,926$2.07M0.18%+44,56113F-HRTimeline
Greater Midwest Financial Group, LLC93,174$2.06M1.15%+13,46113F-HRTimeline
Gotham Asset Management, LLC91,176$2.01M0.01%+52,18913F-HRTimeline
Meridian Wealth Management, LLC91,120$2.01M0.07%+4,94013F-HRTimeline
KINTRA WEALTH, LLC88,919$1.96M0.27%+25313F-HRTimeline
LFA - Lugano Financial Advisors SA87,762$1.94M1%+12,53913F-HRTimeline
WRAPMANAGER INC87,711$1.94M0.65%-20,10713F-HRTimeline
Segment Wealth Management, LLC86,810$1.92M0.11%+98013F-HRTimeline
Sowell Financial Services LLC83,425$1.84M0.07%+56,00613F-HRTimeline
Resonant Capital Advisors, LLC81,967$1.81M0.1%+10,67613F-HRTimeline
Wealthstar Advisors, LLC81,802$1.81M0.98%-9,32613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC81,618$1.8M0.03%-80013F-HRTimeline
Cornell Pochily Investment Advisors, In…81,382$1.8M0.52%+27,26513F-HRTimeline
BEACON FINANCIAL GROUP79,301$1.75M0.17%+7,52413F-HRTimeline
Breachway Investments LLC78,785$1.74M1.83%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC77,077$1.7M0.02%+1,49413F-HRTimeline
Crews Bank & Trust76,460$1.69M0.24%+25,74513F-HRTimeline
SPINNAKER TRUST76,090$1.68M0.09%+15,58613F-HRTimeline
CABOT WEALTH MANAGEMENT INC75,816$1.67M0.18%+4,67413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd73,758$1.63M0.02%+63,55813F-HRTimelineGroup
Cherry Tree Wealth Management, LLC72,760$1.61M0.34%+3,80613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC70,147$1.55M0.3%-6,54413F-HRTimeline
Beaumont Asset Management, L.L.C.70,128$1.55M0.77%+15,08613F-HRTimeline
Chesley Taft & Associates LLC68,000$1.5M0.06%+3,70013F-HRTimeline
Oldfather Financial Services, LLC65,985$1.46M0.43%+48,17013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…65,857$1.45M0.95%-8,35713F-HRTimeline
Merit Financial Group, LLC64,387$1.42M0.01%+15,33913F-HRTimeline
Private Advisor Group, LLC61,711$1.36M0.01%+20,78613F-HRTimeline
Godshalk Welsh Capital Management, Inc.61,600$1.36M0.78%+23,50013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…60,420$1.33M0.04%+9,69713F-HRTimelineGroup
NovaPoint Capital, LLC59,047$1.3M0.34%+7,27113F-HRTimeline
Composition Wealth, LLC58,910$1.3M0.02%+7,17813F-HRTimeline
SONATA CAPITAL GROUP INC55,611$1.23M0.44%+21,57513F-HRTimeline
Archford Capital Strategies, LLC54,994$1.21M0.14%-50513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …53,693$1.19M0.02%-68013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC52,960$1.17M0.05%+63113F-HRTimeline
First Fiduciary Investment Counsel, Inc.51,600$1.14M0.22%new13F-HRTimeline
Walleye Partners, LLC51,485$1.14M1.26%13F-HRTimeline
InvesTrust51,354$1.13M0.44%+37,68813F-HRTimeline
Bank of New Hampshire50,035$1.1M0.25%+5,07013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD49,540$1.09M0.01%-6,24213F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC48,715$1.08M0.27%-4,80813F-HRTimeline
Farmers National Bank48,343$1.07M0.24%+1,81113F-HRTimeline
Gilbert & Cook, Inc.48,214$1.06M0.13%new13F-HRTimeline
REDW Wealth LLC47,780$1.05M0.4%-76813F-HRTimeline
HARBOR ADVISORY CORP /MA/46,886$1.03M0.31%new13F-HRTimeline
Montecito Bank & Trust45,366$1M0.16%+11,37413F-HRTimeline
Farther Finance Advisors, LLC44,570$984K0.01%+12,84113F-HRTimeline
Bullock Wealth Management Group43,694$964K0.47%+8,13413F-HRTimeline
Integrated Wealth Concepts LLC42,521$938K0.01%+27813F-HRTimeline
COWA, LLC42,400$936K0.28%+6,88413F-HRTimeline
Belpointe Asset Management LLC41,195$909K0.03%+10,98213F-HRTimeline
Jacobi Capital Management LLC40,766$900K0.05%+4,17213F-HRTimeline
Jefferson Bridge Capital, LLC40,150$886K0.89%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.38,453$849K0.11%+8,19913F-HRTimeline
MONECO ADVISORS, LLC37,896$836K0.07%+5,11813F-HRTimeline
Alliance Wealth Advisors, LLC /UT37,795$834K0.18%new13F-HRTimeline
Foundry Financial Group, Inc.37,643$831K0.42%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC37,128$819K0.36%-46513F-HRTimeline
CGN Advisors LLC36,790$812K0.06%-2,54313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…34,765$767K0.11%+40613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,627$764K0.06%+21,87713F-HRTimeline
STAR Financial Bank34,276$756K0.39%-61713F-HRTimeline
Reliant Wealth Planning33,366$736K0.23%+16,80913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,024$729K0.01%new13F-HRTimelineGroup
First Interstate Bank32,782$723K0.04%013F-HRTimeline
Gilbert Capital Group, Inc.32,329$714K0.54%+8,92613F-HRTimeline
Newman Dignan & Sheerar, Inc.31,983$706K0.15%+3,43413F-HRTimeline
DecisionMap Wealth Management, LLC31,290$691K0.43%+4,27113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,519$674K<0.01%013F-HRTimelineGroup
Gradient Capital Advisors, LLC29,999$662K0.17%+56413F-HRTimeline
Foundation Wealth Management, LLC29,225$645K0.42%+7,04713F-HRTimeline
Sightline Wealth Advisors, LLC28,299$625K0.27%+1,71113F-HRTimeline
10Elms LLP27,641$610K0.56%+1,70013F-HRTimeline
DEARBORN PARTNERS LLC27,594$609K0.03%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,562$608K<0.01%+6,65013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.27,225$601K0.03%+9,96013F-HRTimelineGroup
Hyposwiss Advisors SA26,425$583K0.57%13F-HRTimeline
Roble, Belko & Company, Inc26,402$583K0.08%013F-HRTimeline
GTS SECURITIES LLC26,131$577K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC26,000$574K0.03%013F-HRTimeline
TABLEAUX LLC25,176$555K0.39%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,941$550K<0.01%+1,66813F-HRTimelineGroup
Creative Planningin group Creative Planning24,666$544K<0.01%+12,35413F-HRTimelineGroup
Stokes Family Office, LLC23,845$526K0.05%013F-HRTimeline