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Disclosery

IBMT ISHARES TR

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IBONDS DEC 2031 (fund)

51 managers (51 13F filers) reported a position in IBMT shares at 2025-12-31, 2,020,852 shares in all. 28 filers opened a position and 1 filer sold out during the quarter.

Managers
51
13F filers
51
New
28
Added
11
Reduced
3
Sold out
1
Shares held by filers
2,020,852

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 /ADV853,396$22.1M0.03%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC98,270$2.55M0.16%+82,63013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC74,465$1.93M0.02%+64,29113F-HRTimeline
Ellis Investment Partners, LLC68,872$1.79M0.31%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,286$1.56M<0.01%-17,59413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\59,403$1.54M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,275$1.49M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,126$1.4M<0.01%new13F-HRTimelineGroup
Praetorian Wealth Management, Inc.47,639$1.24M0.25%new13F-HRTimeline
Elequin Capital, LP45,439$1.18M0.15%new13F-HRTimeline
Aspen Wealth Management LLC42,773$1.11M0.23%+7,90813F-HRTimeline
Quantum Financial Advisors, LLC42,513$1.1M0.12%+85113F-HRTimeline
NewEdge Advisors, LLC38,610$1M<0.01%new13F-HRTimeline
HighTower Advisors, LLC38,200$991K<0.01%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC32,417$841K0.01%+3,16813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp31,241$811K0.02%+10,78213F-HRTimelineGroup
Valmark Advisers, Inc.27,456$712K0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co24,820$644K0.04%+13,79913F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.23,785$617K0.03%-5,79013F-HRTimeline
Sanctuary Advisors, LLC23,611$613K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB21,910$569K0.01%-5,65113F-HRTimeline
CWM, LLCin group CWM, LLC20,850$541K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,649$484K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,447$479K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,116$418K<0.01%+15513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,675$407K<0.01%new13F-HRTimeline
Parallel Advisors, LLC15,600$405K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.15,148$393K0.08%new13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV13,748$357K0.09%new13F-HRTimeline
SPINNAKER TRUST13,558$352K0.02%new13F-HRTimeline
CENTRAL TRUST Co12,949$336K0.01%new13F-HRTimeline
Capital Investment Advisors, LLC12,241$318K<0.01%new13F-HRTimeline
IFP Advisors, Inc11,678$303K0.01%+4,75313F-HRTimeline
Syntegra Private Wealth Group, LLC11,591$301K0.03%new13F-HRTimeline
Godshalk Welsh Capital Management, Inc.10,000$260K0.15%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC9,840$255K0.01%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,000$234K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,949$154K<0.01%new13F-HR/ATimelineGroup
Rossmore Private Capital4,537$118K0.01%013F-HRTimeline
Crews Bank & Trust4,250$110K0.02%013F-HRTimeline
Addison Advisors LLC3,205$83.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC2,956$76.7K<0.01%013F-HRTimeline
Bullock Wealth Management Group1,996$51.8K0.03%+1613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,600$41.5K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,354$35.1K0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors1,220$31.7K0.02%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,015$26.3K<0.01%+813F-HRTimeline
BARRETT & COMPANY, INC.1,000$25.9K0.01%013F-HRTimeline
10Elms LLP100$2.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.65$1.69K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC8$209<0.01%new13F-HRTimeline