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Disclosery

IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

88 managers (88 13F filers) reported a position in IBMS shares at 2025-12-31, 7,475,224 shares in all. 24 filers opened a position and 6 filers sold out during the quarter.

Managers
88
13F filers
88
New
24
Added
42
Reduced
8
Sold out
6
Shares held by filers
7,475,224

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV1,872,341$48.8M0.07%+1,084,03813F-HRTimeline
Clearstead Advisors, LLC877,248$22.9M0.29%+443,69113F-HRTimeline
Kathmere Capital Management, LLC500,145$13M0.88%new13F-HRTimeline
HighTower Advisors, LLC273,222$7.12M0.01%+36,85413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\270,359$7.05M0.01%+52,71213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/226,894$5.91M<0.01%+145,70313F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC205,791$5.36M0.33%+95,45813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC184,616$4.81M0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN165,937$4.32M<0.01%new13F-HRTimelineGroup
Praetorian Wealth Management, Inc.165,540$4.31M0.86%+42,36513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC140,878$3.67M0.05%+18,05313F-HRTimeline
CENTRAL TRUST Co132,748$3.46M0.07%+34,16813F-HRTimeline
NewEdge Advisors, LLC127,265$3.32M0.01%new13F-HRTimeline
Summit Financial, LLC125,285$3.26M0.05%-3,36813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC120,135$3.13M0.97%+5,46413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…116,641$3.04M0.02%+90,82213F-HRTimelineGroup
Cypress Point Wealth Management, LLC115,000$3M0.65%new13F-HRTimeline
Quantum Financial Advisors, LLC111,557$2.91M0.33%+3,26313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC104,099$2.71M0.04%+4,00313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY80,641$2.1M<0.01%new13F-HR/ATimelineGroup
NESTEGG ADVISORS, INC.79,207$2.06M1.76%-37,72413F-HRTimeline
Ellis Investment Partners, LLC68,420$1.78M0.31%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp62,412$1.63M0.03%+11,49413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,238$1.62M<0.01%+58,52313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC59,618$1.55M0.01%+16,53113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC54,312$1.42M<0.01%+16,67513F-HRTimelineGroup
Argo Wealth Advisory, LLC50,063$1.3M0.78%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,078$1.28M<0.01%+17,51613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,737$1.14M<0.01%new13F-HR/ATimelineGroup
Aspen Wealth Management LLC42,421$1.11M0.23%+7,88413F-HRTimeline
GC Wealth Management RIA, LLC41,404$1.08M0.04%+7,24113F-HRTimeline
LPL Financial LLC40,148$1.05M<0.01%+28,34713F-HRTimeline
UBS Group AGin group UBS Group AG39,748$1.04M<0.01%+28,46913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC38,334$999K0.07%+6,58013F-HRTimeline
Cetera Investment Advisers36,695$956K<0.01%+7,03813F-HRTimeline
Capital Investment Advisors, LLC36,196$943K0.01%+4,54213F-HRTimeline
Sanctuary Advisors, LLC36,053$940K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.35,838$934K0.19%+4,82213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,217$840K<0.01%+3,08413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management31,560$822K0.01%new13F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.28,100$732K0.42%+19,10013F-HRTimeline
TRUE Private Wealth Advisors27,901$727K0.07%new13F-HRTimeline
Valmark Advisers, Inc.27,358$713K0.01%+1,08513F-HRTimeline
CFS Investment Advisory Services, LLC27,194$709K0.05%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC26,441$689K0.31%+3,48713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,390$610K0.03%-5,72513F-HRTimeline
SPINNAKER TRUST23,183$604K0.03%new13F-HRTimeline
Granite Harbor Advisors, Inc.21,085$549K0.23%new13F-HRTimeline
CWM, LLCin group CWM, LLC20,783$542K<0.01%new13F-HRTimelineGroup
PFG Private Wealth Management, LLC20,120$524K0.23%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,548$509K<0.01%+17,98713F-HR/ATimelineGroup
Elequin Capital, LP19,174$500K0.07%-29,08713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,111$498K<0.01%+3,80713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,009$469K<0.01%+19913F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,850$465K0.11%013F-HRTimeline
SMITH, MOORE & CO.17,310$451K0.03%new13F-HRTimeline
Parallel Advisors, LLC15,710$409K0.01%+2,84013F-HRTimeline
Curbstone Financial Management Corp15,450$403K0.08%new13F-HRTimeline
Rossmore Private Capital15,336$400K0.04%+6,90013F-HRTimeline
Financial Engines Advisors L.L.C.14,936$389K<0.01%+4,22413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,998$365K0.24%013F-HRTimeline
OneDigital Investment Advisors LLC13,700$357K<0.01%new13F-HRTimeline
Signature Wealth Management Group13,700$357K0.15%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC13,267$346K0.02%+2,11213F-HRTimeline
IFP Advisors, Inc12,971$338K0.01%+9,69313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,431$298K0.01%013F-HRTimelineGroup
Crews Bank & Trust11,300$294K0.04%-1,56013F-HRTimeline
Foundry Financial Group, Inc.10,880$284K0.14%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,535$275K0.07%+32313F-HRTimeline
Archford Capital Strategies, LLC10,089$263K0.03%-52813F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,626$251K0.01%-2,47113F-HRTimeline
Segment Wealth Management, LLC9,490$247K0.01%013F-HRTimeline
Private Advisor Group, LLC9,270$242K<0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,750$228K0.07%013F-HRTimeline
10Elms LLP6,820$178K0.16%+1,15013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,768$176K0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.6,500$169K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,159$161K<0.01%new13F-HRTimeline
Addison Advisors LLC3,180$82.9K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,710$70.6K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,047$53.3K<0.01%-3,08713F-HRTimelineGroup
Bullock Wealth Management Group1,973$51.4K0.03%+1613F-HRTimeline
Global Retirement Partners, LLC1,940$50.6K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,784$46.5K0.02%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,210$31.5K0.02%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,003$26.1K<0.01%+813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.64$1.67K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC29$761<0.01%new13F-HRTimeline