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Disclosery

IBMT ISHARES TR

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IBONDS DEC 2031 (fund)

60 managers (60 13F filers) reported a position in IBMT shares at 2026-03-31, 2,449,089 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
60
13F filers
60
New
13
Added
33
Reduced
2
Sold out
3
Shares held by filers
2,449,089

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 /ADV341,837$8.77M0.01%-511,55913F-HRTimeline
HighTower Advisors, LLC277,974$7.13M0.01%+239,77413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\180,097$4.62M0.01%+120,69413F-HRTimelineGroup
Quantum Financial Advisors, LLC140,726$3.61M0.41%+98,21313F-HRTimeline
Praetorian Wealth Management, Inc.130,036$3.35M0.64%+82,39713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC126,036$3.23M0.2%+27,76613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/111,801$2.87M<0.01%+57,67513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC85,168$2.19M0.03%+10,70313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,893$2.1M<0.01%+21,60713F-HRTimelineGroup
Ellis Investment Partners, LLC71,275$1.83M0.32%+2,40313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,275$1.47M<0.01%013F-HRTimelineGroup
Cetera Investment Advisers49,152$1.26M<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,357$1.19M<0.01%+30,68213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co44,883$1.15M0.06%+20,06313F-HRTimelineGroup
Aspen Wealth Management LLC42,773$1.1M0.22%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC42,402$1.09M0.02%+9,98513F-HRTimeline
NewEdge Advisors, LLC38,610$991K<0.01%013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp35,234$904K0.02%+3,99313F-HRTimelineGroup
CENTRAL TRUST Co34,403$883K0.02%+21,45413F-HRTimeline
GC Wealth Management RIA, LLC30,812$791K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,745$763K<0.01%+11,29813F-HRTimelineGroup
Valmark Advisers, Inc.29,431$755K0.01%+1,97513F-HRTimeline
CWM, LLCin group CWM, LLC28,505$732K<0.01%+7,65513F-HRTimelineGroup
SPINNAKER TRUST26,963$692K0.04%+13,40513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.24,395$626K0.03%+61013F-HRTimeline
Sanctuary Advisors, LLC23,680$608K<0.01%+6913F-HRTimeline
Curbstone Financial Management Corp23,000$590K0.11%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,396$549K<0.01%+2,74713F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.18,982$487K0.1%+3,83413F-HRTimeline
Godshalk Welsh Capital Management, Inc.17,000$436K0.25%+7,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,666$428K<0.01%+55013F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV16,546$425K0.11%+2,79813F-HRTimeline
Parallel Advisors, LLC15,600$400K0.01%013F-HR/ATimeline
IFP Advisors, Inc14,888$382K0.01%+3,21013F-HRTimeline
LPL Financial LLC14,803$380K<0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC14,630$376K0.02%+4,79013F-HRTimeline
Cyndeo Wealth Partners, LLC14,008$360K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,272$341K<0.01%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…13,264$340K0.23%new13F-HRTimeline
HRT FINANCIAL LP13,276$340K<0.01%new13F-HRTimeline
Syntegra Private Wealth Group, LLC11,591$298K0.03%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,840$278K0.05%new13F-HRTimeline
Capital Investment Advisors, LLC10,262$263K<0.01%-1,97913F-HR/ATimeline
Rossmore Private Capital10,252$263K0.02%+5,71513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,800$252K0.01%+80013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,150$235K0.07%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,312$162K<0.01%+36313F-HRTimelineGroup
Crews Bank & Trust4,250$109K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,400$87.3K<0.01%+2,38513F-HRTimeline
Addison Advisors LLC3,205$82.3K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG2,534$65K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group2,004$51.4K0.03%+813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,600$41.1K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,354$34.7K0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,262$32.4K0.02%+4213F-HRTimeline
BARRETT & COMPANY, INC.1,000$25.7K0.01%013F-HRTimeline
MidFirst Bank1,000$25.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO314$8.05K<0.01%new13F-HR/ATimelineGroup
10Elms LLP100$2.57K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.65$1.67K<0.01%013F-HRTimelineGroup