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Disclosery

IBHJ ISHARES TR

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IBON 2030 TE ETF (fund)

39 managers (39 13F filers) reported a position in IBHJ shares at 2025-12-31, 1,815,900 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
9
Added
22
Reduced
4
Sold out
4
Shares held by filers
1,815,900

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
LBMC INVESTMENT ADVISORS, LLC809,669$21.5M1.33%+288,21913F-HRTimeline
Marathon Mission, Inc.195,327$5.2M3.01%+4,45213F-HRTimeline
Keeler Thomas Management LLC94,537$2.52M1.2%+3,71413F-HRTimeline
Straight Path Wealth Management71,126$1.89M0.51%+6,85313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,637$1.8M<0.01%+4,21113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,408$1.61M<0.01%-14,32513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,344$1.53M<0.01%+2,95913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY53,607$1.43M<0.01%+3,78313F-HR/ATimelineGroup
Integrated Wealth Concepts LLC50,057$1.33M0.02%+12,09613F-HRTimeline
UBS Group AGin group UBS Group AG48,095$1.28M<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.45,056$1.2M<0.01%+15,02013F-HRTimelineGroup
LPL Financial LLC35,938$956K<0.01%+14,63013F-HRTimeline
WRAPMANAGER INC31,088$827K0.28%-6,74013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,566$574K<0.01%+8,10013F-HRTimeline
Cetera Investment Advisers19,178$510K<0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…18,255$486K0.01%+1,22013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,100$455K<0.01%+4,04513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,491$438K<0.01%+11,16713F-HRTimelineGroup
FOCUSED ALPHA, LLC15,176$404K0.12%13F-HRTimeline
Bullock Wealth Management Group15,046$400K0.2%+5,69513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,261$353K<0.01%-16,34313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,956$318K<0.01%+2,19113F-HRTimelineGroup
Aspen Wealth Management LLC11,292$300K0.06%+18713F-HRTimeline
Ellis Investment Partners, LLC8,365$223K0.04%new13F-HRTimeline
Stockman Wealth Management, Inc.7,920$211K0.02%new13F-HR/ATimeline
IFP Advisors, Inc4,772$127K<0.01%+2,11013F-HRTimeline
CNB Bank3,165$84.2K0.03%new13F-HRTimeline
Orion Capital Management LLC3,000$79.8K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.2,740$72.9K0.02%+1,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,547$67.8K<0.01%+56813F-HRTimelineGroup
High Note Wealth, LLC940$25K<0.01%new13F-HRTimeline
Blue Trust, Inc.735$19.5K<0.01%+1613F-HRTimeline
HAZLETT, BURT & WATSON, INC.673$18K0.01%+1413F-HRTimeline
Bogart Wealth, LLC563$15K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC387$10.3K<0.01%new13F-HRTimeline
HM PAYSON & CO377$10K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC326$8.68K<0.01%013F-HRTimeline
AE Wealth Management LLC120$3.19K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.60$1.6K<0.01%-42413F-HRTimeline