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IBIE ISHARES TR

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IBONDS OCT 2028 (fund)

26 managers (26 13F filers) reported a position in IBIE shares at 2025-09-30, 2,355,801 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
26
13F filers
26
New
7
Added
11
Reduced
4
Sold out
2
Shares held by filers
2,355,801

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Advisors1,625,676$43M4.39%+1,51813F-HRTimeline
Quantum Financial Advisors, LLC255,222$6.75M0.82%+26,54413F-HRTimeline
Addison Advisors LLC98,352$2.6M0.6%+6,92513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.69,943$1.85M<0.01%+7,81213F-HRTimelineGroup
North Star Investment Management Corp.37,375$989K0.06%new13F-HRTimeline
Penobscot Investment Management Company…33,500$886K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,405$884K<0.01%+12,00013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC27,125$718K0.4%+7,44213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,236$509K<0.01%-15,35613F-HRTimelineGroup
CENTRAL TRUST Co18,472$489K0.01%-2,75413F-HRTimeline
ARK & TLK INVESTMENTS, LLC17,909$474K0.15%013F-HRTimeline
MKT Advisors LLC15,632$410K0.15%+3,65413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,580$386K<0.01%+12,84313F-HRTimelineGroup
Creative Planningin group Creative Planning13,854$367K<0.01%+1,28413F-HRTimelineGroup
LPL Financial LLC11,744$311K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,782$285K<0.01%-9,17913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,709$283K<0.01%-17,14513F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,332$273K<0.01%new13F-HRTimeline
IFG Advisory, LLC8,701$230K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC8,165$216K0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…7,654$202K0.11%013F-HRTimeline
Mendota Financial Group, LLC2,423$64.1K0.05%new13F-HRTimeline
Allworth Financial LP2,168$57.4K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.1,750$46.3K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG636$16.8K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…456$12.1K<0.01%+413F-HRTimeline