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Disclosery

IBDZ ISHARES TR

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IBONDS DEC 2034 (fund)

108 managers (108 13F filers) reported a position in IBDZ shares at 2025-12-31, 17,978,313 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
108
13F filers
108
New
15
Added
63
Reduced
13
Sold out
4
Shares held by filers
17,978,313

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
Capital Investment Advisors, LLC2,248,701$59.3M0.9%+252,77013F-HRTimeline
Summit Financial, LLC1,657,455$43.7M0.64%+1,135,24313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,286,773$33.9M<0.01%+402,29913F-HR/ATimelineGroup
SUMMITRY LLC1,262,550$33.3M1.39%+28,24013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,063,948$28.1M<0.01%+293,84013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA670,666$17.7M<0.01%+9,47413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC653,888$17.2M0.88%+632,67813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.557,365$14.7M1.41%+17,28313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC504,186$13.3M5.6%+6,09413F-HRTimeline
PFG Private Wealth Management, LLC486,439$12.8M5.61%new13F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …455,702$12M0.93%new13F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp400,877$10.6M1.05%+113,24513F-HRTimelineGroup
UBS Group AGin group UBS Group AG359,188$9.47M<0.01%+35,06113F-HRTimelineGroup
Parkway Wealth Management Group, LLC345,452$9.11M1.22%13F-HRTimeline
HighTower Advisors, LLC336,208$8.87M0.01%+79,48813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\310,298$8.18M0.01%+64,22113F-HRTimelineGroup
Seneca House Advisors285,269$7.52M2.81%+249,12713F-HRTimeline
Guidance Point Advisors, LLC257,841$6.8M1.58%+19,35713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC228,991$6.04M<0.01%+86,22913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding220,764$5.82M+46,331Timeline
Janney Montgomery Scott LLC219,064$5.78M0.01%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…216,813$5.72M3.75%-1,10213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC210,929$5.56M0.02%+6,16313F-HRTimelineGroup
Krilogy Financial LLC199,395$5.27M0.18%+3,37513F-HRTimeline
Parallel Advisors, LLC199,895$5.27M0.1%+22,19213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN195,275$5.15M<0.01%+145,41813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC185,664$4.9M0.01%+20,24613F-HRTimeline
NESTEGG ADVISORS, INC.185,601$4.89M4.18%new13F-HRTimeline
4Thought Financial Group Inc.173,923$4.59M2.27%+3,18413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC169,217$4.46M0.05%-12,99013F-HRTimelineGroup
HANCOCK WHITNEY CORP163,689$4.32M0.08%+9,09613F-HRTimeline
Probity Advisors, Inc.143,370$3.78M0.61%+1,32913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp136,202$3.59M0.07%-31,57513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.118,593$3.13M0.08%+92613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD99,103$2.61M0.03%+39213F-HRTimelineGroup
Marathon Mission, Inc.97,572$2.57M1.49%+5,51213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV93,238$2.46M<0.01%+31,36613F-HRTimeline
Stonebrook Private Inc.87,200$2.3M0.48%+2,81613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP82,610$2.18M0.16%+64,88513F-HRTimeline
Archford Capital Strategies, LLC81,995$2.16M0.25%-413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,175$1.8M<0.01%-41,73613F-HRTimelineGroup
CWM, LLCin group CWM, LLC67,194$1.77M<0.01%+64,62813F-HRTimelineGroup
Quantum Financial Advisors, LLC55,324$1.46M0.16%+45013F-HRTimeline
Keeler Thomas Management LLC52,946$1.4M0.67%+1,83313F-HRTimeline
LPL Financial LLC50,638$1.34M<0.01%+16,22313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,250$1.33M<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC44,071$1.16M<0.01%+4,21213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC41,457$1.09M0.01%-18,17813F-HRTimeline
LITTLE HOUSE CAPITAL LLC39,346$1.04M0.26%-2,46513F-HRTimeline
MCF Advisors LLC38,523$1.02M0.06%+5,66613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp37,973$1M0.03%+19,21513F-HRTimelineGroup
FLOW TRADERS U.S. LLC36,662$967K0.03%-5,23413F-HRTimeline
Gilbert & Cook, Inc.36,280$957K0.12%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,709$863K<0.01%+2,78313F-HRTimelineGroup
CFO CAPITAL MANAGEMENT LLC29,310$773K0.58%13F-HRTimeline
Stokes Family Office, LLC27,000$712K0.07%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC26,753$705K0.04%+2,80813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,335$694K<0.01%-54,40613F-HRTimelineGroup
Montecito Bank & Trust24,662$650K0.1%+1,41813F-HRTimeline
Beacon Pointe Advisors, LLC22,123$583K<0.01%+9,08213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,795$575K<0.01%-18,53513F-HRTimelineGroup
Sarver Vrooman Wealth Advisors21,073$556K0.35%+46413F-HR/ATimeline
Segment Wealth Management, LLC20,835$549K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,945$528K<0.01%+4,14913F-HRTimeline
Advisory Services Network, LLC19,616$517K0.01%+1,91313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…19,393$511K<0.01%new13F-HRTimeline
Reliant Wealth Planning19,050$502K0.16%013F-HRTimeline
IFP Advisors, Inc18,014$475K0.01%+7,76213F-HRTimeline
Gradient Capital Advisors, LLC17,986$474K0.12%+1,13913F-HRTimeline
McGlone Suttner Wealth Management, Inc.17,137$452K0.06%+25213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,126$452K<0.01%+7,21313F-HRTimelineGroup
Cetera Investment Advisers16,558$437K<0.01%+2,53413F-HRTimeline
Valmark Advisers, Inc.15,483$408K0.01%+4,07513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,445$407K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,321$404K0.02%+1,10413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,013$396K<0.01%+12,78813F-HRTimelineGroup
Greater Midwest Financial Group, LLC15,005$396K0.22%-54513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,600$385K0.02%013F-HRTimeline
Private Advisor Group, LLC14,576$384K<0.01%+3,50713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,895$340K<0.01%013F-HRTimeline
Glenview Trust Co12,609$332K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,669$308K<0.01%-10413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.11,025$291K0.14%+7,72513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,679$282K0.01%new13F-HRTimelineGroup
Sterling Investment Advisors, Ltd.10,115$267K0.05%+1,49013F-HRTimeline
First National Trust Co9,928$262K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,246$244K<0.01%+1,10713F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC9,177$242K0.14%+9013F-HRTimeline
XML Financial, LLC8,666$229K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,614$227K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC8,384$221K<0.01%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC8,374$221K0.08%-1,80013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,853$208K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC7,632$201K0.01%new13F-HRTimeline
Addison Advisors LLC7,550$199K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,414$196K<0.01%+4,43913F-HR/ATimelineGroup
CNB Bank4,733$125K0.05%+2,87613F-HRTimeline
Cherry Tree Wealth Management, LLC4,416$116K0.02%+95813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,881$76K<0.01%+2,15913F-HR/ATimelineGroup
CVA Family Office, LLC2,564$67.6K0.01%013F-HRTimeline
Hyposwiss Advisors SA2,020$53.3K0.05%13F-HRTimeline
10Elms LLP1,900$50.1K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,603$42.3K<0.01%new13F-HRTimeline
CENTRAL TRUST Co939$24.8K<0.01%+4413F-HRTimeline
COMERICA BANK800$21.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC566$14.9K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC400$10.5K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.32K<0.01%013F-HRTimelineGroup