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Disclosery

IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

60 managers (60 13F filers) reported a position in IBMS shares at 2025-06-30, 3,001,367 shares in all. 18 filers opened a position and 1 filer sold out during the quarter.

Managers
60
13F filers
60
New
18
Added
29
Reduced
6
Sold out
1
Shares held by filers
3,001,367

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
MERCER GLOBAL ADVISORS INC /ADV634,029$16.3M0.04%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC592,501$15.2M<0.01%+580,34513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\178,281$4.57M0.01%+62,45813F-HRTimelineGroup
NESTEGG ADVISORS, INC.121,228$3.11M3%+21,75713F-HRTimeline
Praetorian Wealth Management, Inc.113,309$2.91M0.67%+15,73713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC113,099$2.9M<0.01%+65,68513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC103,020$2.64M0.04%+19913F-HRTimeline
CENTRAL TRUST Co93,691$2.4M0.06%+12,83013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC85,536$2.19M0.76%+13,70013F-HRTimeline
Quantum Financial Advisors, LLC74,232$1.9M0.26%+20013F-HRTimeline
HighTower Advisors, LLC60,410$1.55M<0.01%-8,18913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC60,174$1.54M0.11%+41,49413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,960$1.31M<0.01%+14,79713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50,469$1.3M0.03%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC48,968$1.26M0.02%+4,75013F-HRTimeline
Elequin Capital, LP39,691$1.02M0.14%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,104$824K<0.01%+17,52313F-HRTimelineGroup
Cetera Investment Advisers31,359$805K<0.01%+9,99613F-HRTimeline
Newman Dignan & Sheerar, Inc.31,016$796K0.18%new13F-HRTimeline
Capital Investment Advisors, LLC30,771$790K0.01%+5,64913F-HR/ATimeline
Sound View Wealth Advisors Group, LLC30,244$776K0.06%+3,03313F-HRTimeline
GC Wealth Management RIA, LLC29,899$767K0.06%-49613F-HRTimeline
Valmark Advisers, Inc.23,900$613K0.01%+2,31813F-HRTimeline
PFG Private Wealth Management, LLC23,014$591K0.3%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,319$573K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth21,848$561K<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.20,105$516K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,797$457K<0.01%+4,35413F-HRTimeline
Vishria Bird Financial Group, LLC15,879$407K0.14%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,743$404K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,281$366K<0.01%+6,32013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB14,115$362K0.01%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,998$359K0.24%+4,23213F-HRTimeline
WRAPMANAGER INC13,854$355K0.09%-63613F-HRTimeline
Signature Wealth Management Group13,772$353K0.14%+65513F-HRTimeline
Crews Bank & Trust12,860$330K0.05%+4,30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,467$320K<0.01%new13F-HRTimelineGroup
LPL Financial LLC11,801$303K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,599$272K<0.01%-46,37313F-HRTimelineGroup
Archford Capital Strategies, LLC10,555$271K0.03%+2,50013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,199$262K0.08%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,142$260K0.01%-2,73913F-HRTimeline
Roof Eidam Maycock Peralta, LLC10,000$257K0.06%new13F-HRTimeline
Segment Wealth Management, LLC9,490$244K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,427$242K0.02%+1113F-HRTimelineGroup
Private Advisor Group, LLC9,270$238K<0.01%new13F-HRTimeline
Rossmore Private Capital8,436$216K0.03%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,387$215K0.01%-99713F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…8,000$205K0.07%new13F-HRTimeline
Physician Wealth Advisors, Inc.6,500$167K0.03%new13F-HRTimeline
10Elms LLP5,520$142K0.13%+1,40013F-HRTimeline
Parallel Advisors, LLC3,500$89.8K<0.01%+1,19513F-HRTimeline
IFP Advisors, Inc3,278$84.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,784$45.8K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,378$35K<0.01%+7813F-HR/ATimelineGroup
Addison Advisors LLC1,075$27.6K0.01%+47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,000$25.7K<0.01%013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.64$1.64K<0.01%+113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$488<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.