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Disclosery

IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

44 managers (44 13F filers) reported a position in IBMS shares at 2025-03-31, 1,295,107 shares in all. 15 filers opened a position and 1 filer sold out during the quarter.

Managers
44
13F filers
44
New
15
Added
19
Reduced
4
Sold out
1
Shares held by filers
1,295,107

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
US BANCORP \DE\in group US BANCORP \DE\115,823$2.94M<0.01%+70,80413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC102,821$2.61M0.06%+9,27813F-HRTimeline
NESTEGG ADVISORS, INC.99,471$2.53M2.69%+24,93213F-HRTimeline
Praetorian Wealth Management, Inc.97,572$2.48M0.6%+24,04413F-HRTimeline
CENTRAL TRUST Co80,861$2.05M0.05%+20,53313F-HRTimeline
Quantum Financial Advisors, LLC74,032$1.88M0.28%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC71,836$1.82M0.71%+28,00013F-HRTimeline
HighTower Advisors, LLC68,599$1.74M<0.01%+38,29713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,972$1.45M<0.01%new13F-HRTimelineGroup
Sandy Spring Bank51,760$1.31M0.06%+8,73113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,414$1.2M<0.01%new13F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC44,218$1.12M0.02%+6,15513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,163$919K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC30,395$772K0.14%+1,16113F-HRTimeline
Sound View Wealth Advisors Group, LLC27,211$691K0.06%+6,56613F-HRTimeline
Capital Investment Advisors, LLC25,122$638K0.01%+5,35713F-HRTimeline
PFG Private Wealth Management, LLC23,014$585K0.32%new13F-HRTimeline
Valmark Advisers, Inc.21,582$548K0.01%+40513F-HRTimeline
Cetera Investment Advisers21,363$543K<0.01%+9,76513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC18,680$474K0.04%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,581$370K+14,553Timeline
WRAPMANAGER INC14,490$368K0.1%-45713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,443$341K<0.01%+2,00013F-HRTimeline
Signature Wealth Management Group13,117$333K0.13%+97413F-HRTimeline
FLOW TRADERS U.S. LLC12,881$327K0.01%new13F-HRTimeline
Clearstead Advisors, LLC12,407$315K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,156$309K<0.01%-64,56813F-HRTimelineGroup
LPL Financial LLC11,801$300K<0.01%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…9,766$248K0.17%+1,01713F-HRTimeline
Segment Wealth Management, LLC9,490$241K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,416$240K0.02%+24813F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.9,384$238K0.01%new13F-HRTimelineGroup
Crews Bank & Trust8,560$217K0.04%new13F-HRTimeline
Archford Capital Strategies, LLC8,055$205K0.03%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,961$202K<0.01%new13F-HRTimelineGroup
10Elms LLP4,120$105K0.11%013F-HRTimeline
IFP Advisors, Inc3,278$83.3K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,305$58.5K<0.01%-16213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,300$33K<0.01%+30013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,000$25.4K<0.01%-8,87813F-HRTimelineGroup
Addison Advisors LLC605$15.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.63$1.6K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$482<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.