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IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

30 managers (30 13F filers) reported a position in IBMS shares at 2024-12-31, 765,450 shares in all. 18 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
18
Added
6
Reduced
1
Sold out
2
Shares held by filers
765,450

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.

HolderSharesValue% of portfolioChangeSource
COLDSTREAM CAPITAL MANAGEMENT INC93,543$2.37M0.05%+84,18713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,724$1.95M<0.01%+43,82913F-HRTimelineGroup
NESTEGG ADVISORS, INC.74,539$1.9M1.93%13F-HRTimeline
Praetorian Wealth Management, Inc.73,528$1.87M0.45%new13F-HRTimeline
CENTRAL TRUST Co60,328$1.53M0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\45,019$1.14M<0.01%new13F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC43,836$1.11M0.43%-27,35313F-HRTimeline
Sandy Spring Bank43,029$1.09M0.04%+19,19213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC38,063$965K0.02%+18,24013F-HRTimeline
HighTower Advisors, LLC30,302$769K<0.01%new13F-HRTimeline
GC Wealth Management RIA, LLC29,234$742K0.13%new13F-HRTimeline
Valmark Advisers, Inc.21,177$537K0.01%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC20,645$524K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC19,765$501K0.01%new13F-HRTimeline
WRAPMANAGER INC14,947$379K0.1%new13F-HRTimeline
Signature Wealth Management Group12,143$308K0.12%new13F-HRTimeline
Cetera Investment Advisers11,598$294K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,443$290K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,878$251K<0.01%+6,93013F-HR/ATimelineGroup
Segment Wealth Management, LLC9,490$241K0.02%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,168$233K0.02%new13F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…8,749$222K0.15%013F-HRTimeline
10Elms LLP4,120$105K0.11%13F-HRTimeline
Parallel Advisors, LLC2,467$62.6K<0.01%+31013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$25K<0.01%new13F-HRTimelineGroup
Addison Advisors LLC605$15.3K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.63$1.6K<0.01%013F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC28$713<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$482<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.