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Disclosery

IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

115 managers (115 13F filers) reported a position in IBMS shares at 2026-06-30, 9,923,012 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
115
13F filers
115
New
18
Added
66
Reduced
18
Sold out
5
Shares held by filers
9,923,012

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MERCER GLOBAL ADVISORS INC /ADV1,773,721$45.9M0.06%+21,49813F-HR/ATimeline
Clearstead Advisors, LLC930,943$24.1M0.23%+31,70213F-HRTimeline
HighTower Advisors, LLC728,112$18.8M0.02%+371,40513F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO381,639$9.87M0.51%+198,35513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/367,091$9.5M<0.01%+76,00513F-HRTimelineGroup
Kathmere Capital Management, LLC351,990$9.11M0.48%-138,77213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC323,023$8.36M0.45%+53,87913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\310,037$8.02M0.01%+4,62413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC252,630$6.54M<0.01%+85,53413F-HRTimelineGroup
Praetorian Wealth Management, Inc.220,855$5.71M0.99%+6,61713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN218,763$5.66M<0.01%+18,24713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC209,528$5.42M<0.01%+143,74313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…175,941$4.56M0.03%+13,19013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC155,512$4.02M0.05%+7,04913F-HRTimeline
NewEdge Advisors, LLC151,475$3.92M0.01%+31,35213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC151,422$3.92M0.05%+10,69013F-HRTimeline
CENTRAL TRUST Co142,579$3.69M0.07%-1,33513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC122,151$3.16M0.01%-2,44713F-HRTimelineGroup
Cypress Point Wealth Management, LLC115,000$2.98M0.61%013F-HRTimeline
LPL Financial LLC111,968$2.9M<0.01%+26,96813F-HRTimeline
Summit Financial, LLC111,520$2.89M0.03%+4,81813F-HRTimeline
Quantum Financial Advisors, LLC110,543$2.86M0.28%-37,52013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC105,906$2.74M<0.01%+26,76213F-HRTimelineGroup
UBS Group AGin group UBS Group AG103,453$2.68M<0.01%+42,68813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY95,919$2.48M<0.01%-12,41813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,784$2.06M<0.01%+5,26413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC74,015$1.91M<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC72,751$1.88M0.01%+2,56813F-HRTimelineGroup
Ellis Investment Partners, LLC70,835$1.83M0.28%+1913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co67,088$1.74M0.07%+52,48613F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp63,752$1.65M0.03%+38713F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC60,387$1.56M0.63%+93613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth56,651$1.47M<0.01%+14,46113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,850$1.44M<0.01%+1,54413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management53,321$1.38M0.01%+16,66113F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC53,112$1.37M0.18%+5,70513F-HRTimeline
Argo Wealth Advisory, LLC49,217$1.27M0.7%-81613F-HRTimeline
TRUE Private Wealth Advisors49,125$1.27M0.11%+21,22413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,557$1.26M<0.01%+2,27213F-HRTimelineGroup
GC Wealth Management RIA, LLC46,063$1.19M0.07%+1,97113F-HRTimeline
SPINNAKER TRUST45,362$1.17M0.06%+13,83413F-HRTimeline
Godshalk Welsh Capital Management, Inc.42,500$1.1M0.59%+10,50013F-HRTimeline
Sound View Wealth Advisors Group, LLC41,328$1.07M0.07%+39813F-HRTimeline
Cetera Investment Advisers39,734$1.03M<0.01%+26713F-HRTimeline
Cyndeo Wealth Partners, LLC39,733$1.03M0.05%+15,07413F-HRTimeline
Jacobi Capital Management LLC36,417$942K0.05%new13F-HRTimeline
Sanctuary Advisors, LLC36,316$939K<0.01%+15813F-HRTimeline
Newman Dignan & Sheerar, Inc.35,878$928K0.18%+2413F-HRTimeline
PFG Private Wealth Management, LLC35,714$924K0.4%-52613F-HRTimeline
Granite Harbor Advisors, Inc.35,256$912K0.36%+14,17113F-HRTimeline
Curbstone Financial Management Corp34,650$896K0.15%+13,45013F-HRTimeline
Rossmore Private Capital34,363$889K0.07%+19,02713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,382$864K<0.01%+5,17013F-HRTimeline
Capital Investment Advisors, LLC32,564$842K0.01%-42613F-HRTimeline
Valmark Advisers, Inc.31,178$807K0.01%+1,62713F-HRTimeline
Elequin Capital, LP30,782$796K0.03%new13F-HRTimeline
NESTEGG ADVISORS, INC.30,109$779K0.55%-29,65313F-HRTimeline
Aspen Wealth Management LLC29,272$757K0.13%-13,14913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.28,825$746K0.03%+4,10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,061$726K<0.01%+6,26513F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC27,126$702K0.13%+7,77613F-HRTimeline
MEMBERS WEALTH LLC25,390$657K0.36%+9,03613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …25,313$655K0.03%+15,47513F-HRTimelineGroup
Integrated Wealth Concepts LLC22,484$582K<0.01%+11,31013F-HRTimeline
Modern Wealth Management, LLC22,125$572K0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC22,085$572K0.04%-3,35313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV22,025$570K0.13%+8,54813F-HRTimeline
SMITH, MOORE & CO.20,962$542K0.04%+1,23713F-HRTimeline
Beacon Pointe Advisors, LLC18,742$485K<0.01%+613F-HRTimeline
IFP Advisors, Inc18,710$484K0.01%+5,72913F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,850$462K0.09%013F-HRTimeline
Parallel Advisors, LLC17,122$443K0.01%+77813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…16,585$429K0.26%+2,58713F-HRTimeline
Carnegie Investment Counsel16,000$414K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13,574$351K0.03%013F-HRTimeline
Wick Capital Partners, LLC13,258$343K0.05%new13F-HRTimeline
Financial Engines Advisors L.L.C.13,215$342K<0.01%-30813F-HRTimeline
OneDigital Investment Advisors LLC13,160$340K<0.01%-1,16113F-HRTimeline
Balefire, LLC12,684$328K0.05%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,360$320K0.05%+38613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,431$296K0.01%013F-HRTimelineGroup
Crews Bank & Trust11,300$292K0.04%013F-HRTimeline
WJ Wealth Management, LLC11,000$285K0.11%new13F-HRTimeline
Heritage Family Offices, LLP10,900$282K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.10,900$282K0.11%new13F-HRTimeline
IFG Advisory, LLC10,756$278K0.01%new13F-HRTimeline
Foundry Financial Group, Inc.10,468$271K0.12%+39413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,546$247K0.01%-3,72113F-HRTimeline
Segment Wealth Management, LLC9,490$246K0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,940$231K0.06%-15513F-HRTimeline
WealthBridge Capital Management, LLC8,618$223K0.04%+60413F-HRTimeline
Archford Capital Strategies, LLC8,601$223K0.02%-1,98113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,514$220K<0.01%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC8,380$217K0.01%new13F-HRTimeline
Quantinno Capital Management LP7,902$204K<0.01%new13F-HRTimeline
10Elms LLP7,820$202K0.09%+1,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,787$201K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,768$201K<0.01%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,757$201K<0.01%-5,14113F-HRTimelineGroup
EP Wealth Advisors, LLC6,924$179K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.6,500$168K0.02%013F-HRTimeline
Addison Advisors LLC4,585$119K0.06%+1,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,435$115K<0.01%+2,19713F-HRTimelineGroup
MidFirst Bank4,060$105K0.01%+2,06013F-HRTimeline
Princeton Global Asset Management LLC3,860$99.9K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,394$87.8K<0.01%+2113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,080$79.7K<0.01%-3,07913F-HRTimeline
ADIRONDACK TRUST CO2,888$74.7K0.02%+1,55313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,710$70.1K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group1,993$51.6K0.02%13F-HRTimeline
Global Retirement Partners, LLC1,809$46.8K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.1,784$46.2K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,571$40.6K0.02%+31213F-HRTimeline
Community Financial Services Group, LLC967$25K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.91K<0.01%013F-HRTimelineGroup