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IBIE ISHARES TR

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IBONDS OCT 2028 (fund)

31 managers (31 13F filers) reported a position in IBIE shares at 2026-03-31, 2,800,881 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
10
Reduced
3
Sold out
3
Shares held by filers
2,800,881

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Advisors1,480,282$38.8M3.7%-148,08413F-HRTimeline
Quantum Financial Advisors, LLC333,378$8.75M0.98%+66,88013F-HRTimeline
North Star Investment Management Corp.196,038$5.14M0.31%+69,98813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC162,434$4.26M<0.01%new13F-HRTimelineGroup
Addison Advisors LLC108,907$2.86M0.63%+3,79913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.100,933$2.65M<0.01%+19,41013F-HRTimelineGroup
CENTRAL TRUST Co84,085$2.21M0.04%+25,06913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,940$1.13M<0.01%+10,17713F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC33,763$886K0.43%013F-HRTimeline
Penobscot Investment Management Company…33,500$879K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,203$635K<0.01%-2,14513F-HRTimelineGroup
Bradley & Co. Private Wealth Management…23,964$629K0.33%+16,31013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,236$505K<0.01%013F-HRTimelineGroup
ARK & TLK INVESTMENTS, LLC17,909$470K0.13%013F-HRTimeline
MKT Advisors LLC17,506$459K0.15%-2913F-HRTimeline
Briggs Wealth Management, Inc17,480$459K0.49%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,416$457K<0.01%new13F-HRTimelineGroup
LPL Financial LLC15,128$397K<0.01%+54913F-HRTimeline
Creative Planningin group Creative Planning13,897$365K<0.01%013F-HRTimelineGroup
4Thought Financial Group Inc.13,402$352K0.17%new13F-HRTimeline
Strategic Financial Concepts, LLC10,770$283K0.07%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,332$271K<0.01%013F-HRTimeline
Clark Asset Management, LLC10,109$265K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC4,907$128K<0.01%+91013F-HRTimeline
Allworth Financial LP2,172$57K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,606$42.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,144$30K<0.01%013F-HR/ATimeline
BARRETT & COMPANY, INC.1,000$26.2K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…981$25.7K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC767$20.1K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…692$18.2K<0.01%+22813F-HRTimeline