IBDY ISHARES TR
FollowIBONDS DEC 2033 (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in IBDY 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 |
|---|---|---|---|---|---|
| Marathon Mission, Inc. | 102,589 | $2.51M | 1.27% | +2,396 | 13F-HRTimeline |
| Montecito Bank & Trust | 34,545 | $846K | 0.13% | +1,501 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 14,145 | $346K | 0.01% | 0 | 13F-HRTimeline |
| Sarver Vrooman Wealth Advisors | 10,031 | $246K | 0.14% | 0 | 13F-HRTimeline |
| Bullock Wealth Management Group | 8,430 | $206K | 0.09% | +103 | 13F-HRTimeline |
| Bank of New Hampshire | 3,000 | $73.4K | 0.02% | +1,400 | 13F-HRTimeline |
| Trust Co | 1,936 | $47.4K | <0.01% | 0 | 13F-HRTimeline |
| EASTERN BANK | 1,700 | $41.6K | <0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 981 | $24K | <0.01% | +181 | 13F-HRTimeline |