IBIF ISHARES TR
FollowIBONDS OCT 2029 (fund)
11 managers (11 13F filers) reported a position in IBIF shares at 2024-12-31, 309,212 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 4
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 309,212
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 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 156,925 | $3.98M | 0.61% | +11,076 | 13F-HRTimeline |
| Robertson Stephens Wealth Management, L… | 62,263 | $1.58M | 0.06% | +3,955 | 13F-HRTimeline |
| ARK & TLK INVESTMENTS, LLC | 18,023 | $457K | 0.16% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 15,595 | $396K | <0.01% | new | 13F-HRTimelineGroup |
| CENTRAL TRUST Co | 15,478 | $393K | 0.01% | new | 13F-HRTimeline |
| JIM SAULNIER & ASSOCIATES, LLC | 11,868 | $301K | 0.26% | +176 | 13F-HRTimeline |
| PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC | 10,310 | $262K | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 10,227 | $259K | <0.01% | -24,085 | 13F-HRTimelineGroup |
| Bradley & Co. Private Wealth Management… | 7,737 | $196K | 0.12% | 13F-HRTimeline | |
| Steward Partners Investment Advisory, L… | 786 | $19.9K | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |