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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

126 managers (127 13F filers) reported a position in IBDZ shares at 2026-06-30, 26,628,773 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
126
13F filers
127
New
17
Added
72
Reduced
20
Sold out
7
Shares held by filers
26,628,773

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
Capital Investment Advisors, LLC2,711,023$70.6M0.93%+219,30413F-HRTimeline
Aptus Capital Advisors, LLC2,351,615$61.3M0.45%+976,61513F-HRTimeline
Sarver Vrooman Wealth Advisors1,681,034$43.6M25.98%+26,06013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,514,889$39.5M<0.01%+17,22413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,360,791$35.4M<0.01%+147,21213F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC1,304,097$34M1.66%+222,11213F-HRTimeline
SUMMITRY LLC1,290,108$33.6M1.11%+24,09813F-HRTimeline
Summit Financial, LLC1,054,715$27.5M0.3%-700,65213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA745,780$19.4M<0.01%+44,31513F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.732,336$19.1M1.69%+1,46813F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN662,018$17.2M<0.01%+36,84013F-HRTimelineGroup
Seneca House Advisors547,030$14.3M5.04%+50,26113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC515,551$13.4M4.95%+4,90213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp512,414$13.3M1.2%+71,10413F-HRTimelineGroup
HighTower Advisors, LLC504,014$13.1M0.01%+118,59113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC496,658$12.9M<0.01%-7,52313F-HRTimelineGroup
PFG Private Wealth Management, LLC491,365$12.8M5.55%-41,02913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC411,323$10.7M<0.01%+24,33313F-HRTimelineGroup
Janney Montgomery Scott LLC396,620$10.3M0.02%+53,56013F-HRTimeline
NESTEGG ADVISORS, INC.392,084$10.2M7.22%+72,52013F-HRTimeline
Parkway Wealth Management Group, LLC389,186$10.1M1.17%+4,48713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC386,053$10.1M0.01%+57,24313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\382,108$9.95M0.01%+32,36813F-HRTimelineGroup
UBS Group AGin group UBS Group AG368,529$9.6M<0.01%-1,13813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding301,904$7.86M+27,185Timeline
Guidance Point Advisors, LLC292,677$7.62M1.61%+11,26913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC278,288$7.25M<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC266,373$6.94M0.02%+5,51013F-HRTimelineGroup
Probity Advisors, Inc.232,182$6.05M0.87%+39,82513F-HRTimeline
Parallel Advisors, LLC220,481$5.74M0.09%+17,09313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC218,132$5.68M0.07%new13F-HRTimelineGroup
HANCOCK WHITNEY CORP211,349$5.51M0.09%+20,00413F-HRTimeline
Krilogy Financial LLC201,927$5.26M0.16%-2,14113F-HRTimeline
4Thought Financial Group Inc.184,936$4.82M2.26%+10,84513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP181,335$4.72M0.29%+52,50013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…155,677$4.06M2.47%-39,68213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC152,066$3.96M0.04%-25,70513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV129,750$3.38M<0.01%+11,66813F-HR/ATimeline
EP Wealth Advisors, LLC126,985$3.31M0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.120,298$3.13M0.05%+6113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD119,534$3.11M0.02%+21,02913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,097$3.04M0.01%+33,28313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp103,669$2.7M0.05%-28,07813F-HRTimelineGroup
Marathon Mission, Inc.100,156$2.61M1.3%-1,65313F-HRTimeline
Stonebrook Private Inc.93,518$2.44M0.44%+1,46913F-HRTimeline
LPL Financial LLC84,655$2.21M<0.01%+19,39413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC79,505$2.07M<0.01%-5,17913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,195$2.04M<0.01%+18,11113F-HRTimelineGroup
Archford Capital Strategies, LLC76,286$1.99M0.2%-4,08713F-HRTimeline
Segment Wealth Management, LLC61,800$1.61M0.08%+10,39013F-HRTimeline
OneDigital Investment Advisors LLC58,177$1.52M0.01%-5,06013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp57,703$1.5M0.04%+6,65913F-HRTimelineGroup
Roble, Belko & Company, Inc57,696$1.5M0.16%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC45,351$1.18M0.07%+8,68713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC41,457$1.08M0.01%013F-HRTimeline
Cetera Investment Advisers39,425$1.03M<0.01%+18,84413F-HRTimeline
MCF Advisors LLC38,523$1M0.04%013F-HRTimeline
Gilbert & Cook, Inc.37,680$982K0.11%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC34,368$895K0.2%+91613F-HRTimeline
Stokes Family Office, LLC31,515$821K0.1%+4,51513F-HRTimeline
Beacon Pointe Advisors, LLC27,474$716K<0.01%+83113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,353$713K0.03%new13F-HRTimeline
Aspen Wealth Management LLC25,708$670K0.11%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,311$659K<0.01%+2,68313F-HRTimelineGroup
Montecito Bank & Trust25,302$659K0.1%+26113F-HRTimeline
Valmark Advisers, Inc.25,129$655K0.01%+4,25413F-HRTimeline
IFP Advisors, Inc23,030$600K0.01%+4,83313F-HRTimeline
Advisory Services Network, LLC22,343$582K0.01%+2,44713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC21,743$566K0.09%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.21,203$552K0.01%+10,44013F-HRTimeline
First National Trust Co20,306$529K0.02%+1,31113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,159$526K<0.01%+1,15413F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.19,866$518K0.06%+21513F-HRTimeline
Gradient Capital Advisors, LLC19,518$508K0.12%+1,53213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…19,275$502K<0.01%013F-HRTimeline
Reliant Wealth Planning19,050$496K0.14%013F-HRTimeline
Private Advisor Group, LLC18,371$479K<0.01%+1,06713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,102$472K0.01%+1,14213F-HRTimeline
COWA, LLC17,741$462K0.12%new13F-HRTimeline
Creative Planningin group Creative Planning17,689$461K<0.01%+49513F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.17,520$456K0.19%+5,97013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,318$425K<0.01%+2,12213F-HRTimelineGroup
XML Financial, LLC16,245$423K0.03%+2,76813F-HRTimeline
Glenview Trust Co15,609$407K0.01%+2,00013F-HR/ATimeline
10Elms LLP15,150$395K0.17%+11,60013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,600$380K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS14,098$367K0.04%new13F-HRTimeline
Greater Midwest Financial Group, LLC14,048$366K0.18%+14513F-HRTimeline
Sterling Investment Advisors, Ltd.13,725$358K0.06%+3,61013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,619$354K<0.01%+2,42413F-HRTimelineGroup
Quantum Financial Advisors, LLC13,226$345K0.03%+95513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,594$328K<0.01%-56213F-HRTimeline
MML INVESTORS SERVICES, LLC12,393$323K<0.01%+1,91313F-HRTimeline
CVA Family Office, LLC11,949$311K0.03%013F-HRTimeline
Jacobi Capital Management LLC11,096$289K0.01%new13F-HRTimeline
Belpointe Asset Management LLC10,982$286K0.01%+3,03113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC10,841$282K0.08%-16513F-HRTimeline
ROMANO BROTHERS AND COMPANY10,385$271K0.03%+2,08613F-HRTimeline
KINTRA WEALTH, LLC10,062$258K0.01%013F-HRTimeline
Redwood Financial Network Corp9,747$254K0.14%+24713F-HRTimeline
Rose Capital Advisors LLC9,453$246K0.13%13F-HRTimeline
NewEdge Advisors, LLC9,069$236K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,056$236K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC8,816$230K<0.01%+40513F-HRTimeline
Wilkins Miller Wealth Management, LLC8,772$229K0.13%-32813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,853$205K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,780$203K<0.01%new13F-HRTimelineGroup
CHOREO, LLC7,712$201K<0.01%new13F-HRTimeline
Addison Advisors LLC5,040$131K0.06%-3,08513F-HRTimeline
CNB Bank4,947$129K0.05%+23413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,005$78.3K<0.01%-2,56013F-HRTimelineGroup
Princeton Global Asset Management LLC2,330$60.7K0.01%+1,93013F-HRTimeline
SIGNATUREFD, LLC1,919$50K<0.01%new13F-HRTimeline
Fairway Wealth LLC1,794$46.7K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,603$41.5K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,465$38.2K0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,133$29.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC960$25K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co888$23.1K<0.01%-1013F-HRTimeline
AE Wealth Management LLC854$22.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$20.8K<0.01%-15913F-HRTimelineGroup
Blue Trust, Inc.714$18.6K<0.01%new13F-HRTimeline
Bullock Wealth Management Group522$13.5K0.01%13F-HRTimeline
FMR LLCin group FMR LLC341$8.87K<0.01%-66313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.50$1.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6$156<0.01%013F-HRTimeline