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Disclosery

IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

104 managers (104 13F filers) reported a position in IBMS shares at 2026-03-31, 8,655,631 shares in all. 21 filers opened a position and 4 filers sold out during the quarter.

Managers
104
13F filers
104
New
21
Added
53
Reduced
12
Sold out
4
Shares held by filers
8,655,631

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MERCER GLOBAL ADVISORS INC /ADV1,752,223$45.3M0.07%-120,11813F-HRTimeline
Clearstead Advisors, LLC899,241$23.2M0.21%+21,99313F-HRTimeline
Kathmere Capital Management, LLC490,762$12.7M0.79%-9,38313F-HRTimeline
HighTower Advisors, LLC356,707$9.21M0.01%+83,48513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\305,413$7.89M0.01%+35,05413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/291,086$7.52M<0.01%+64,19213F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC269,144$6.95M0.42%+63,35313F-HRTimeline
Praetorian Wealth Management, Inc.214,238$5.55M1.05%+48,69813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200,516$5.18M<0.01%+34,57913F-HR/ATimelineGroup
COMMUNITY TRUST & INVESTMENT CO183,284$4.73M0.26%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC167,096$4.32M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…162,751$4.2M0.03%+46,11013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC148,463$3.83M0.05%+7,58513F-HRTimeline
Quantum Financial Advisors, LLC148,063$3.82M0.43%+36,50613F-HRTimeline
CENTRAL TRUST Co143,914$3.72M0.07%+11,16613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC140,732$3.64M0.05%+36,63313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC124,598$3.22M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC120,123$3.1M0.01%-7,14213F-HR/ATimeline
Cypress Point Wealth Management, LLC115,000$2.97M0.64%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC114,593$2.96M0.94%-5,54213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY108,337$2.8M<0.01%+27,69613F-HRTimelineGroup
Summit Financial, LLC106,702$2.76M0.04%-18,58313F-HRTimeline
LPL Financial LLC85,000$2.2M<0.01%+44,85213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC79,144$2.04M<0.01%+24,83213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,520$1.93M<0.01%+12,28213F-HRTimelineGroup
Ellis Investment Partners, LLC70,816$1.83M0.32%+2,39613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,183$1.81M0.01%+10,56513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,785$1.7M<0.01%-118,83113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp63,365$1.64M0.03%+95313F-HRTimelineGroup
UBS Group AGin group UBS Group AG60,765$1.57M<0.01%+21,01713F-HRTimelineGroup
NESTEGG ADVISORS, INC.59,762$1.54M1.36%-19,44513F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC59,451$1.54M0.73%+33,01013F-HRTimeline
FLOW TRADERS U.S. LLC55,377$1.43M0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,306$1.4M<0.01%+5,22813F-HRTimelineGroup
Argo Wealth Advisory, LLC50,033$1.29M0.76%-3013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC47,407$1.22M0.18%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,285$1.2M<0.01%+26,73713F-HRTimelineGroup
GC Wealth Management RIA, LLC44,092$1.14M0.05%+2,68813F-HRTimeline
Aspen Wealth Management LLC42,421$1.1M0.22%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth42,190$1.09M<0.01%+9,97313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC40,930$1.06M0.07%+2,59613F-HRTimeline
Cetera Investment Advisers39,467$1.02M<0.01%+2,77213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management36,660$947K0.01%+5,10013F-HRTimelineGroup
PFG Private Wealth Management, LLC36,240$936K0.4%+16,12013F-HRTimeline
Sanctuary Advisors, LLC36,158$934K0.01%+10513F-HRTimeline
Newman Dignan & Sheerar, Inc.35,854$926K0.19%+1613F-HRTimeline
Capital Investment Advisors, LLC32,990$852K0.01%-3,20613F-HR/ATimeline
Godshalk Welsh Capital Management, Inc.32,000$827K0.48%+3,90013F-HRTimeline
SPINNAKER TRUST31,528$814K0.05%+8,34513F-HRTimeline
Valmark Advisers, Inc.29,551$763K0.01%+2,19313F-HRTimeline
CWM, LLCin group CWM, LLC28,389$733K<0.01%+7,60613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,212$729K<0.01%+10,20313F-HRTimeline
TRUE Private Wealth Advisors27,901$721K0.07%013F-HRTimeline
CFS Investment Advisory Services, LLC25,438$661K0.05%-1,75613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.24,725$639K0.03%+1,33513F-HRTimeline
Cyndeo Wealth Partners, LLC24,659$637K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,796$563K<0.01%+2,68513F-HRTimelineGroup
Curbstone Financial Management Corp21,200$548K0.1%+5,75013F-HRTimeline
Granite Harbor Advisors, Inc.21,085$545K0.24%013F-HRTimeline
SMITH, MOORE & CO.19,725$509K0.04%+2,41513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC19,350$500K0.11%new13F-HRTimeline
Beacon Pointe Advisors, LLC18,736$484K<0.01%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,850$461K0.11%013F-HRTimeline
MEMBERS WEALTH LLC16,354$425K0.25%new13F-HRTimeline
Parallel Advisors, LLC16,344$422K0.01%+63413F-HR/ATimeline
Rossmore Private Capital15,336$396K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co14,602$377K0.02%+7,83413F-HRTimelineGroup
OneDigital Investment Advisors LLC14,321$370K<0.01%+62113F-HRTimeline
Signature Wealth Management Group14,160$366K0.14%+46013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,998$362K0.25%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC13,574$351K0.03%new13F-HRTimeline
Financial Engines Advisors L.L.C.13,523$349K<0.01%-1,41313F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,477$348K0.09%+2,94213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC13,267$343K0.02%013F-HRTimeline
IFP Advisors, Inc12,981$335K0.01%+1013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,898$333K<0.01%new13F-HRTimelineGroup
Balefire, LLC12,684$328K0.06%new13F-HRTimeline
Creative Planningin group Creative Planning12,229$316K<0.01%new13F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC11,974$309K0.05%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,431$295K0.01%013F-HRTimelineGroup
Crews Bank & Trust11,300$292K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC11,174$289K<0.01%new13F-HRTimeline
Archford Capital Strategies, LLC10,582$273K0.03%+49313F-HRTimeline
Foundry Financial Group, Inc.10,074$260K0.13%-80613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,838$254K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,689$250K<0.01%new13F-HR/ATimelineGroup
Segment Wealth Management, LLC9,490$245K0.01%013F-HRTimeline
Private Advisor Group, LLC9,270$239K<0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,095$235K0.07%+34513F-HRTimeline
WealthBridge Capital Management, LLC8,014$207K0.05%new13F-HRTimeline
10Elms LLP6,820$176K0.11%013F-HRTimeline
Physician Wealth Advisors, Inc.6,500$168K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,159$159K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,373$87.1K<0.01%+2,37013F-HRTimeline
Addison Advisors LLC3,180$82.1K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,710$70K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,238$57.8K<0.01%+19113F-HRTimelineGroup
MidFirst Bank2,000$51.7K<0.01%new13F-HRTimeline
Bullock Wealth Management Group1,981$51.2K0.03%+813F-HRTimeline
BARRETT & COMPANY, INC.1,784$46.1K0.02%013F-HRTimeline
ADIRONDACK TRUST CO1,335$34.5K0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors1,259$32.5K0.02%+4913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.9K<0.01%+8713F-HRTimelineGroup
Root Financial Partners, LLC130$3.36K<0.01%new13F-HRTimeline