IBDV ISHARES TR

IBONDS DEC 2030 (fund)

Filings received so far for Q3 2026: 14 13F filers report a position in IBDV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Venture Visionary Partners LLC	1,258,724	$26.6M	0.7%	-14,968	13F-HR Timeline
RVW Wealth, LLC	1,224,215	$25.9M	1.66%	-85,061	13F-HR Timeline
Bullock Wealth Management Group	72,693	$1.53M	0.64%	+3,427	13F-HR Timeline
Montecito Bank & Trust	59,289	$1.25M	0.19%	+1,645	13F-HR Timeline
Bank of New Hampshire	53,730	$1.14M	0.25%	+300	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	45,623	$964K	0.16%	+4,934	13F-HR Timeline
Farther Finance Advisors, LLC	44,440	$939K	0.01%	-5,318	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	14,050	$297K	0.02%	-1,692	13F-HR Timeline Group
Avidian Wealth Enterprises, LLC	13,466	$285K	0.01%	-1,661	13F-HR Timeline
Sarver Vrooman Wealth Advisors	11,737	$248K	0.15%	-177	13F-HR Timeline
GAMMA Investing LLC	10,285	$217K	0.01%	+1,419	13F-HR Timeline
Trust Co	7,659	$162K	0.01%	0	13F-HR Timeline
EASTERN BANK	1,550	$32.8K	<0.01%	0	13F-HR Timeline
Coastline Trust Co	1,316	$27.8K	<0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.