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Disclosery

IBDX ISHARES TR

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IBONDS DEC 2032 (fund)

226 managers (228 13F filers) reported a position in IBDX shares at 2026-06-30, 53,603,069 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
226
13F filers
228
New
18
Added
139
Reduced
34
Sold out
11
Shares held by filers
53,603,069

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Aptus Capital Advisors, LLC6,456,747$163M1.19%+113,84913F-HRTimeline
Capital Investment Advisors, LLC3,505,410$88.3M1.16%+175,23513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,089,226$77.8M0.01%+273,89113F-HRTimelineGroup
CAPITAL ADVISORS INC/OK2,822,834$71.1M1.05%+32,11813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,594,159$65.3M<0.01%-314,88313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,565,607$64.6M<0.01%+123,10113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,585,690$39.9M1.95%+74,05013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,345,144$33.9M0.01%+327,49513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,208,903$30.5M<0.01%+38,02313F-HRTimelineGroup
Klingman & Associates, LLC1,175,446$29.6M1.26%+93,89213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,161,884$29.3M0.01%+436,62613F-HRTimelineGroup
Summit Financial, LLC1,160,179$29.2M0.32%-424,39513F-HRTimeline
Seven Springs Wealth Group, LLC1,064,868$26.8M5.86%+3,31813F-HRTimeline
Sound View Wealth Advisors Group, LLC1,005,519$25.3M1.57%+99,85913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC943,449$23.8M<0.01%-65,79313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\908,163$22.9M0.02%+39,64113F-HRTimelineGroup
NewEdge Advisors, LLC876,466$22.1M0.07%+46,80413F-HRTimeline
HighTower Advisors, LLC860,425$21.7M0.02%+6,38213F-HRTimeline
Advisors Capital Management, LLC859,918$21.7M0.23%+19,69913F-HRTimeline
COWA, LLC774,107$19.5M4.89%+45,10513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.774,005$19.5M1.73%+66113F-HR/ATimeline
Arrow Financial Corpin group Arrow Financial Corp630,882$15.9M1.42%+16,37013F-HRTimelineGroup
LPL Financial LLC563,924$14.2M<0.01%+53,99913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC528,252$13.3M0.02%+18,13113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC527,546$13.3M4.9%+6,32213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…527,541$13.3M0.02%+7,81813F-HRTimelineGroup
PFG Private Wealth Management, LLC507,215$12.8M5.54%-42,57513F-HRTimeline
Janney Montgomery Scott LLC478,378$12.1M0.02%+81,67513F-HRTimeline
Ironwood Financial, llc464,902$11.6M1.81%+85,20213F-HRTimeline
Probity Advisors, Inc.415,729$10.5M1.5%+111,63413F-HRTimeline
Parkway Wealth Management Group, LLC402,635$10.1M1.17%+4,78413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp380,552$9.59M0.16%+32,35213F-HRTimelineGroup
Cornerstone Planning, LLC379,908$9.57M2.21%+9,76813F-HRTimeline
Guidance Point Advisors, LLC325,556$8.2M1.73%+9,88013F-HRTimeline
Snowden Capital Advisors LLC297,905$7.5M0.18%+4,48113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP266,910$6.72M0.41%+2,39513F-HRTimeline
Parallel Advisors, LLC266,516$6.71M0.1%+22,28613F-HRTimeline
MCF Advisors LLC257,910$6.5M0.23%+2,92613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC252,860$6.37M0.23%+66,86113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…252,548$6.36M0.05%new13F-HRTimelineGroup
4Thought Financial Group Inc.250,276$6.3M2.96%+45,20013F-HRTimeline
HANCOCK WHITNEY CORP245,933$6.2M0.1%+6,27313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC245,637$6.19M0.02%+4,54213F-HRTimelineGroup
Krilogy Financial LLC219,930$5.54M0.16%-1,00913F-HRTimeline
Marathon Mission, Inc.208,786$5.26M2.63%-7,92213F-HRTimeline
Praetorian Wealth Management, Inc.197,602$4.98M0.86%+38,61213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC193,616$4.88M<0.01%+11,17113F-HRTimelineGroup
Peloton Wealth Strategists184,250$4.64M1.72%+50,75013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…181,414$4.57M<0.01%+12,74913F-HRTimelineGroup
KINTRA WEALTH, LLC180,265$4.49M0.24%+1,90913F-HRTimeline
Glenview Trust Co174,361$4.39M0.06%+33,29813F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC168,450$4.24M0.71%+30,80813F-HRTimeline
RWA WEALTH PARTNERS, LLC165,231$4.16M0.04%+1,77213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV164,660$4.15M0.01%+46,32213F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC152,965$3.85M0.04%-24,82613F-HRTimelineGroup
OneDigital Investment Advisors LLC149,251$3.76M0.03%-21,76713F-HRTimeline
Evergreen Private Wealth LLC145,453$3.66M1.35%+7,58913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding144,878$3.65M+6,240Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC141,341$3.56M<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO138,162$3.48M1.04%+8,06013F-HRTimeline
EP Wealth Advisors, LLC132,767$3.34M0.01%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.132,540$3.34M1.19%+28,49013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,162$3.15M0.01%+35,12913F-HRTimeline
Quantum Financial Advisors, LLC123,915$3.12M0.31%+95,96213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…116,188$2.93M1.78%-4,39613F-HRTimeline
Seneca House Advisors113,199$2.85M1.01%-5,79513F-HRTimeline
Arcataur Capital Management LLC108,125$2.72M0.68%+4,00013F-HRTimeline
Sanctuary Advisors, LLC113,325$2.72M0.01%+71,60113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD104,670$2.63M0.02%+39,76113F-HRTimelineGroup
Modern Wealth Management, LLC101,538$2.56M0.03%new13F-HRTimeline
Cetera Investment Advisers100,098$2.52M<0.01%+26,71213F-HRTimeline
Rossmore Private Capital98,416$2.48M0.2%+11,45913F-HRTimeline
Segment Wealth Management, LLC97,135$2.45M0.13%+9,90013F-HRTimeline
Stonebrook Private Inc.96,344$2.43M0.44%+1,36713F-HRTimeline
CENTRAL TRUST Co95,131$2.4M0.04%+13,54513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co92,782$2.34M0.1%+82,24513F-HRTimelineGroup
First National Trust Co92,160$2.32M0.08%+13,29113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…89,169$2.24M0.01%+18,20513F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC88,568$2.23M0.13%+10,07813F-HRTimeline
Winthrop Partners - WNY, LLC88,182$2.22M1.1%+13,13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,980$2.04M<0.01%+9,61413F-HRTimelineGroup
IFP Advisors, Inc80,562$2.03M0.04%-2,24113F-HRTimeline
Archford Capital Strategies, LLC80,541$2.03M0.21%-4,52213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC77,924$1.96M0.49%-6,91113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp77,631$1.96M0.05%+8,09413F-HRTimelineGroup
Centric Wealth Management76,618$1.93M0.3%013F-HRTimeline
Roble, Belko & Company, Inc72,379$1.82M0.2%013F-HRTimeline
WRAPMANAGER INC69,524$1.75M0.55%-6,74113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,787$1.68M0.02%+9,41913F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC66,469$1.67M0.02%+3,32613F-HRTimeline
10Elms LLP64,472$1.62M0.69%+21,44813F-HRTimeline
Wilkins Miller Wealth Management, LLC62,568$1.58M0.87%-4,49613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC59,937$1.51M0.08%+12913F-HRTimeline
Chesley Taft & Associates LLC56,900$1.43M0.06%+1,90013F-HRTimeline
NovaPoint Capital, LLC54,642$1.38M0.29%+2,38813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,736$1.35M0.02%-91013F-HRTimeline
BEACON FINANCIAL GROUP50,126$1.26M0.11%-3,25413F-HRTimeline
McGlone Suttner Wealth Management, Inc.49,760$1.25M0.15%+33413F-HRTimeline
J.W. COLE ADVISORS, INC.49,385$1.24M0.02%+513F-HRTimeline
Venture Visionary Partners LLC48,839$1.23M0.03%+1,46213F-HRTimeline
Princeton Global Asset Management LLC45,050$1.13M0.16%+9,14013F-HRTimeline
Montecito Bank & Trust44,419$1.12M0.17%+1,22113F-HRTimeline
Beacon Pointe Advisors, LLC40,927$1.03M<0.01%+4,21813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,503$1.02M<0.01%+31,24913F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC40,189$1.01M0.23%+1,03713F-HRTimeline
Jacobi Capital Management LLC40,050$1.01M0.05%+10,28613F-HRTimeline
Bullock Wealth Management Group40,218$1.01M0.44%13F-HRTimeline
Gilbert & Cook, Inc.38,879$979K0.11%013F-HRTimeline
SONATA CAPITAL GROUP INC38,355$966K0.31%+21313F-HRTimeline
REDW Wealth LLC37,673$949K0.34%-1,66413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,665$949K<0.01%-148,76213F-HRTimelineGroup
Cambridge Investment Research Advisors,…35,048$883K<0.01%+17,20313F-HR/ATimeline
First Interstate Bank34,983$881K0.05%-7,20113F-HRTimeline
Reliant Wealth Planning34,422$867K0.24%013F-HRTimeline
Gradient Capital Advisors, LLC34,329$865K0.2%013F-HRTimeline
Farmers National Bank34,080$858K0.18%+49613F-HRTimeline
HAMEL ASSOCIATES, INC.32,285$813K0.22%+10,40513F-HRTimeline
Stokes Family Office, LLC31,230$787K0.09%+3,90013F-HRTimeline
Breachway Investments LLC30,850$777K1.17%+7,70013F-HRTimeline
Sterling Investment Advisors, Ltd.30,025$756K0.13%+4,20013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,380$740K<0.01%+99813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding29,472$733K+1,893Timeline
AssuredPartners Investment Advisors, LLC29,049$732K0.07%+17,00513F-HRTimeline
Valmark Advisers, Inc.28,841$727K0.01%+4,42513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…28,447$717K<0.01%013F-HRTimeline
FOCUSED ALPHA, LLC27,979$705K0.18%+32613F-HRTimeline
ROMANO BROTHERS AND COMPANY27,951$704K0.07%+6,15813F-HRTimeline
Belpointe Asset Management LLC27,828$701K0.02%+3,05413F-HRTimeline
Aspen Wealth Management LLC26,556$669K0.11%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,618$645K<0.01%-1,69413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24,946$628K<0.01%+1,25113F-HRTimelineGroup
DecisionMap Wealth Management, LLC24,903$627K0.35%-26813F-HRTimeline
HEADINVEST, LLC24,859$626K0.12%-17713F-HRTimeline
Great Diamond Partners, LLC24,805$625K0.11%+12,23013F-HRTimeline
Integrated Wealth Concepts LLC24,798$625K<0.01%+12,28313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,709$622K0.02%-12,53613F-HRTimelineGroup
FourThought Financial Partners, LLC23,603$595K0.05%+2,59213F-HRTimeline
SUMMITRY LLC23,352$588K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning22,338$563K<0.01%+80013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…22,042$555K0.15%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,985$554K<0.01%+3,68813F-HRTimelineGroup
Sowell Financial Services LLC21,825$550K0.02%+2,10113F-HRTimeline
XML Financial, LLC21,806$549K0.04%+3,44813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,615$545K<0.01%+4,81613F-HRTimelineGroup
Advisory Services Network, LLC21,496$541K0.01%+2,93413F-HRTimeline
Sarver Vrooman Wealth Advisors21,462$538K0.32%013F-HRTimeline
Clearstead Advisors, LLC20,477$516K<0.01%-8,64313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,430$489K0.02%+1,32513F-HRTimeline
Farther Finance Advisors, LLC18,283$461K<0.01%+8,72713F-HRTimeline
SPINNAKER TRUST18,034$454K0.02%+45313F-HRTimeline
Gryphon Financial Partners LLC17,775$448K0.04%-1,53413F-HRTimeline
Redwood Financial Network Corp17,577$443K0.25%+1,08513F-HRTimeline
Mutual Advisors, LLC16,040$404K0.01%+41313F-HRTimeline
Dorsey & Whitney Trust CO LLC16,000$403K0.02%013F-HRTimeline
Daviman Financial, LLC15,681$395K0.22%+1,59613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.15,385$388K0.16%+6,89013F-HRTimeline
Van Hulzen Asset Management, LLC15,220$383K0.03%-1,52313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,215$383K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,597$369K<0.01%+11,42013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.14,068$354K0.04%013F-HRTimeline
Penobscot Investment Management Company…14,025$353K0.02%+1,70013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC13,483$340K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,370$337K<0.01%+7,97013F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise13,141$331K0.02%+25713F-HRTimelineGroup
Merit Financial Group, LLC12,869$324K<0.01%+3613F-HR/ATimeline
NESTEGG ADVISORS, INC.12,782$322K0.23%+57713F-HRTimeline
Bank of New Hampshire12,430$313K0.07%+40013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,383$312K<0.01%-9413F-HRTimelineGroup
Berkshire Money Management, Inc.12,288$310K0.03%new13F-HRTimeline
Addison Advisors LLC12,115$305K0.14%-5,10813F-HRTimeline
DEARBORN PARTNERS LLC12,022$303K0.02%+2,63513F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.11,909$300K<0.01%+14213F-HRTimeline
MML INVESTORS SERVICES, LLC11,876$299K<0.01%+1,81813F-HRTimeline
SAX WEALTH ADVISORS, LLC11,552$292K0.01%+1,17413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,514$290K<0.01%-19,64613F-HRTimelineGroup
Koshinski Asset Management, Inc.10,974$276K0.01%+2813F-HRTimeline
Foundation Wealth Management, LLC10,631$268K0.16%+2,34813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC10,590$267K0.02%+2,10013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,407$262K0.11%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,273$259K<0.01%-4913F-HRTimelineGroup
NWAM LLC9,925$250K0.01%+11113F-HRTimeline
Granite Harbor Advisors, Inc.9,837$248K0.1%013F-HRTimeline
Private Advisor Group, LLC9,747$246K<0.01%-27,62013F-HRTimeline
CVA Family Office, LLC9,700$244K0.02%013F-HRTimeline
Journey Advisory Group, LLC9,700$244K0.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC9,668$244K0.02%new13F-HRTimeline
Madrid Wealth Management, LLC9,514$240K0.16%013F-HRTimeline
Newman Dignan & Sheerar, Inc.9,455$238K0.05%+313F-HRTimeline
Betterment LLC9,461$238K<0.01%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC8,938$225K0.01%new13F-HRTimeline
Arkadios Wealth Advisors8,797$222K<0.01%013F-HRTimeline
MidFirst Bank8,545$215K0.02%+5,94113F-HRTimeline
Hyposwiss Advisors SA8,425$212K0.2%+10013F-HRTimeline
CGN Advisors LLC8,377$211K0.02%-1,60713F-HRTimeline
Hendershot Investments Inc.8,156$205K0.03%013F-HRTimeline
Accretive Wealth Partners, LLC7,984$201K0.05%013F-HRTimeline
CHOREO, LLC7,974$201K<0.01%new13F-HRTimeline
Crews Bank & Trust5,755$145K0.02%013F-HRTimeline
Jupiter Wealth Management LLC5,100$128K0.05%013F-HRTimeline
Bogart Wealth, LLC4,721$119K<0.01%013F-HRTimeline