IBMV ISHARES TR
FollowIBONDS DEC 2033 (fund)
6 managers (6 13F filers) reported a position in IBMV shares at 2026-06-30, 63,951 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 6
- Added
- 0
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 63,951
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Hills Bank & Trust Coin group Hills Bank & Trust Co | 20,820 | $529K | 0.02% | new | 13F-HRTimelineGroup |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11,868 | $302K | <0.01% | new | 13F-HRTimeline |
| Heritage Family Offices, LLP | 11,124 | $283K | 0.11% | new | 13F-HRTimeline |
| Pacific Excel Wealth Advisors, Inc. | 11,124 | $283K | 0.11% | new | 13F-HRTimeline |
| Lido Advisors, LLCin group Lido Advisors, LLC | 8,000 | $203K | <0.01% | new | 13F-HRTimelineGroup |
| Addison Advisors LLC | 1,015 | $25.8K | 0.01% | new | 13F-HRTimeline |