Skip to content

IBIE ISHARES TR

Follow

IBONDS OCT 2028 (fund)

22 managers (22 13F filers) reported a position in IBIE shares at 2025-06-30, 2,244,425 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
8
Added
9
Reduced
1
Sold out
1
Shares held by filers
2,244,425

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisors1,624,158$42.7M4.8%new13F-HRTimeline
Quantum Financial Advisors, LLC228,678$6.01M0.81%+20,35313F-HRTimeline
Addison Advisors LLC91,427$2.4M0.6%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.62,131$1.63M<0.01%+26,95113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,592$909K<0.01%013F-HRTimelineGroup
Penobscot Investment Management Company…33,500$880K0.08%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,854$732K<0.01%+16,54113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,405$563K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co21,226$558K0.01%+2,51913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,961$525K<0.01%+5,64913F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC19,683$517K0.35%+35613F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,909$471K0.15%+25013F-HRTimeline
Creative Planningin group Creative Planning12,570$330K<0.01%+1,14413F-HRTimelineGroup
MKT Advisors LLC11,978$312K0.12%new13F-HRTimeline
Bradley & Co. Private Wealth Management…7,654$201K0.12%-6,12013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,080$80.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,167$56.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,750$46K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,737$45.7K<0.01%+1,11213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO513$13.5K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…452$11.9K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.