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IBMT ISHARES TR

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IBONDS DEC 2031 (fund)

25 managers (25 13F filers) reported a position in IBMT shares at 2025-09-30, 751,240 shares in all. 15 filers opened a position and 0 filers sold out during the quarter.

Managers
25
13F filers
25
New
15
Added
6
Reduced
0
Sold out
0
Shares held by filers
751,240

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Vishria Bird Financial Group, LLC408,263$10.6M2.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,880$2.02M<0.01%+52,57513F-HRTimelineGroup
Quantum Financial Advisors, LLC41,662$1.08M0.13%new13F-HRTimeline
Aspen Wealth Management LLC34,865$902K0.2%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.29,575$766K0.03%+11,68513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,249$757K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB27,561$713K0.02%+6,12413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20,459$530K0.01%+15,87713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,961$413K<0.01%013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC15,640$405K0.03%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co11,021$285K0.02%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC10,174$263K<0.01%new13F-HRTimeline
IFP Advisors, Inc6,925$179K<0.01%+5,94013F-HR/ATimeline
Rossmore Private Capital4,537$117K0.01%new13F-HRTimeline
Crews Bank & Trust4,250$110K0.02%new13F-HRTimeline
Addison Advisors LLC3,205$83K0.02%+2,20013F-HRTimeline
Global Retirement Partners, LLC2,956$76.5K<0.01%new13F-HRTimeline
Bullock Wealth Management Group1,980$51.2K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,600$41.4K<0.01%013F-HRTimelineGroup
Sarver Vrooman Wealth Advisors1,220$31.6K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,007$26.1K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,000$25.9K0.01%013F-HRTimeline
10Elms LLP100$2.59K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG85$2.2K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.65$1.68K<0.01%013F-HRTimelineGroup