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Disclosery

IBIE ISHARES TR

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IBONDS OCT 2028 (fund)

38 managers (38 13F filers) reported a position in IBIE shares at 2026-06-30, 3,390,239 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
38
13F filers
38
New
9
Added
22
Reduced
2
Sold out
1
Shares held by filers
3,390,239

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
TRUE Private Wealth Advisors1,288,159$33.9M2.92%-192,12313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC512,385$13.5M<0.01%+349,95113F-HRTimelineGroup
Quantum Financial Advisors, LLC368,799$9.7M0.96%+35,42113F-HRTimeline
North Star Investment Management Corp.224,023$5.89M0.32%+27,98513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.170,574$4.49M<0.01%+69,64113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,845$2.81M<0.01%+63,90513F-HRTimelineGroup
CENTRAL TRUST Co99,280$2.61M0.05%+15,19513F-HRTimeline
Split Rock Private Trading & Wealth Man…82,068$2.16M1.48%new13F-HRTimeline
Addison Advisors LLC58,583$1.54M0.73%-50,32413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,758$1.23M<0.01%new13F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC39,506$1.04M0.42%+5,74313F-HRTimeline
DAVENPORT & Co LLC38,443$1.01M0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC34,080$896K0.05%new13F-HRTimeline
Penobscot Investment Management Company…34,000$894K0.06%+50013F-HRTimeline
IFG Advisory, LLC26,547$698K0.02%new13F-HRTimeline
Bradley & Co. Private Wealth Management…23,989$631K0.3%+2513F-HRTimeline
Briggs Wealth Management, Inc23,003$605K0.55%+5,52313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,236$506K<0.01%013F-HRTimelineGroup
MKT Advisors LLC18,932$487K0.15%+1,42613F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,909$471K0.12%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,441$459K<0.01%+2513F-HRTimelineGroup
LPL Financial LLC17,391$457K<0.01%+2,26313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,275$428K0.01%+15,29413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,002$368K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning13,902$366K<0.01%+513F-HRTimelineGroup
4Thought Financial Group Inc.13,862$365K0.17%+46013F-HRTimeline
Beacon Pointe Advisors, LLC11,474$302K<0.01%+1,14213F-HRTimeline
Strategic Financial Concepts, LLC10,770$283K0.08%013F-HRTimeline
Clark Asset Management, LLC10,133$266K0.02%+2413F-HRTimeline
Allworth Financial LP9,904$260K<0.01%+7,73213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,772$257K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC6,981$184K<0.01%+2,07413F-HRTimeline
Integrated Wealth Concepts LLC1,340$35.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,144$30.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,000$26.3K0.01%013F-HRTimeline
Asset Dedication, LLC994$26.1K<0.01%+22713F-HRTimeline
Steward Partners Investment Advisory, L…694$18.2K<0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41$1.08K<0.01%new13F-HRTimelineGroup