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IBIF ISHARES TR

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IBONDS OCT 2029 (fund)

15 managers (15 13F filers) reported a position in IBIF shares at 2025-06-30, 430,185 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
10
Reduced
2
Sold out
2
Shares held by filers
430,185

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
Quantum Financial Advisors, LLC186,178$4.92M0.67%+10,49913F-HRTimeline
Robertson Stephens Wealth Management, L…68,450$1.81M0.06%+8,14313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.61,822$1.63M<0.01%+26,73213F-HRTimelineGroup
CENTRAL TRUST Co25,419$671K0.02%+2,75413F-HRTimeline
ARK & TLK INVESTMENTS, LLC18,512$489K0.16%+48913F-HRTimeline
Creative Planningin group Creative Planning14,203$375K<0.01%+2,79913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,985$343K<0.01%+3,27513F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC11,987$317K0.22%+11913F-HRTimeline
MKT Advisors LLC11,553$301K0.12%new13F-HRTimeline
FLOW TRADERS U.S. LLC9,230$244K0.01%-9,88413F-HRTimeline
Bradley & Co. Private Wealth Management…3,580$94.5K0.06%-4,15713F-HRTimeline
Steward Partners Investment Advisory, L…2,587$68.3K<0.01%+1,80113F-HRTimeline
Allworth Financial LP1,993$52.6K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,686$44.6K<0.01%+1,06113F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.