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Disclosery

IBMT ISHARES TR

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IBONDS DEC 2031 (fund)

73 managers (73 13F filers) reported a position in IBMT shares at 2026-06-30, 3,435,103 shares in all. 15 filers opened a position and 2 filers sold out during the quarter.

Managers
73
13F filers
73
New
15
Added
40
Reduced
6
Sold out
2
Shares held by filers
3,435,103

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HighTower Advisors, LLC647,902$16.7M0.02%+369,92813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV478,497$12.3M0.02%+136,66013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\224,997$5.8M0.01%+44,90013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/157,299$4.06M<0.01%+45,49813F-HRTimelineGroup
Praetorian Wealth Management, Inc.141,610$3.65M0.63%+11,57413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC132,100$3.41M0.18%+6,06413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co112,191$2.89M0.12%+67,30813F-HRTimelineGroup
Quantum Financial Advisors, LLC103,665$2.67M0.26%-37,06113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth100,855$2.6M<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC97,400$2.51M0.03%+12,23213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC82,698$2.13M<0.01%new13F-HRTimelineGroup
Ellis Investment Partners, LLC71,293$1.84M0.28%+1813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,275$1.48M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,544$1.2M<0.01%+18713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,977$1.19M<0.01%+16,23213F-HRTimelineGroup
NewEdge Advisors, LLC40,334$1.04M<0.01%+1,72413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC40,081$1.03M0.01%-2,32113F-HRTimeline
GC Wealth Management RIA, LLC39,362$1.02M0.06%+8,55013F-HRTimeline
CENTRAL TRUST Co38,207$986K0.02%+3,80413F-HRTimeline
SPINNAKER TRUST36,631$945K0.05%+9,66813F-HRTimeline
Jacobi Capital Management LLC36,618$945K0.05%new13F-HRTimeline
Curbstone Financial Management Corp36,450$940K0.16%+13,45013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp36,223$935K0.02%+98913F-HRTimelineGroup
UBS Group AGin group UBS Group AG32,723$844K<0.01%+30,18913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC32,081$828K0.04%+18,07313F-HRTimeline
Valmark Advisers, Inc.31,144$804K0.01%+1,71313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,656$791K<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.27,530$710K0.03%+3,13513F-HRTimeline
IFP Advisors, Inc24,958$644K0.01%+10,07013F-HRTimeline
LPL Financial LLC24,649$636K<0.01%+9,84613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV24,350$628K0.14%+7,80413F-HRTimeline
Sanctuary Advisors, LLC23,789$614K<0.01%+10913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,637$584K<0.01%+1,24113F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.21,000$542K0.29%+4,00013F-HRTimeline
Rossmore Private Capital20,454$528K0.04%+10,20213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…19,906$514K0.31%+6,64213F-HRTimeline
Aspen Wealth Management LLC19,473$502K0.09%-23,30013F-HRTimeline
Newman Dignan & Sheerar, Inc.19,005$490K0.09%+2313F-HRTimeline
Beacon Pointe Advisors, LLC17,191$444K<0.01%+3,91913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,066$440K<0.01%+40013F-HRTimelineGroup
Parallel Advisors, LLC15,600$402K0.01%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC14,630$377K0.02%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC14,360$370K0.01%+4,56013F-HRTimeline
Balefire, LLC12,997$335K0.05%new13F-HRTimeline
IFG Advisory, LLC11,869$306K0.01%new13F-HRTimeline
Syntegra Private Wealth Group, LLC11,591$299K0.02%013F-HRTimeline
Heritage Family Offices, LLP10,923$282K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.10,923$282K0.11%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,840$280K0.04%013F-HRTimeline
Sterling Investment Advisors, Ltd.10,775$278K0.05%new13F-HRTimeline
MEMBERS WEALTH LLC9,867$255K0.14%new13F-HRTimeline
Capital Investment Advisors, LLC9,807$253K<0.01%-45513F-HRTimeline
Cornell Pochily Investment Advisors, In…8,995$232K0.06%-15513F-HRTimeline
Archford Capital Strategies, LLC8,542$220K0.02%new13F-HRTimeline
Cetera Investment Advisers8,303$214K<0.01%-40,84913F-HRTimeline
Carnegie Investment Counsel8,000$206K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,284$188K<0.01%+97213F-HRTimelineGroup
Addison Advisors LLC5,070$131K0.06%+1,86513F-HRTimeline
Crews Bank & Trust4,250$110K0.01%013F-HRTimeline
Princeton Global Asset Management LLC3,880$100K0.01%new13F-HRTimeline
10Elms LLP3,500$90.3K0.04%+3,40013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,421$88.3K<0.01%+2113F-HRTimeline
Global Retirement Partners, LLC3,169$81.8K<0.01%13F-HRTimeline
MidFirst Bank3,070$79.2K0.01%+2,07013F-HRTimeline
Bullock Wealth Management Group2,016$51.9K0.02%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,825$47.1K<0.01%+1,51113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,600$41.3K<0.01%013F-HRTimelineGroup
Sarver Vrooman Wealth Advisors1,576$40.5K0.02%+31413F-HRTimeline
ADIRONDACK TRUST CO1,354$34.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,000$25.8K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…708$18.3K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP472$12.2K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.65$1.68K<0.01%013F-HRTimelineGroup