Skip to content

IBIE ISHARES TR

Follow

IBONDS OCT 2028 (fund)

26 managers (26 13F filers) reported a position in IBIE shares at 2025-12-31, 2,576,929 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
26
13F filers
26
New
2
Added
15
Reduced
2
Sold out
3
Shares held by filers
2,576,929

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
TRUE Private Wealth Advisors1,628,366$42.3M4.24%+2,69013F-HRTimeline
Quantum Financial Advisors, LLC266,498$6.92M0.78%+11,27613F-HRTimeline
North Star Investment Management Corp.126,050$3.27M0.21%+88,67513F-HRTimeline
Addison Advisors LLC105,108$2.73M0.61%+6,75613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.81,523$2.12M<0.01%+11,58013F-HRTimelineGroup
CENTRAL TRUST Co59,016$1.53M0.03%+40,54413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,815$904K<0.01%+24,10613F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC33,763$877K0.45%+6,63813F-HRTimeline
Penobscot Investment Management Company…33,500$870K0.07%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,763$851K<0.01%+18,18313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,348$684K<0.01%-7,05713F-HRTimelineGroup
IFG Advisory, LLC19,357$503K0.02%+10,65613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,236$500K<0.01%013F-HR/ATimelineGroup
ARK & TLK INVESTMENTS, LLC17,909$465K0.13%013F-HRTimeline
MKT Advisors LLC17,535$456K0.16%+1,90313F-HRTimeline
Briggs Wealth Management, Inc17,480$454K0.49%13F-HRTimeline
LPL Financial LLC14,579$379K<0.01%+2,83513F-HRTimeline
Creative Planningin group Creative Planning13,897$361K<0.01%+4313F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,332$268K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…7,654$199K0.11%013F-HRTimeline
Farther Finance Advisors, LLC3,997$104K<0.01%new13F-HRTimeline
Mendota Financial Group, LLC2,423$62.9K0.05%013F-HRTimeline
Allworth Financial LP2,172$56.4K<0.01%+413F-HRTimeline
Parallel Advisors, LLC1,144$29.7K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,000$26K0.01%-75013F-HRTimeline
Steward Partners Investment Advisory, L…464$12K<0.01%+813F-HRTimeline