IBTG ISHARES TR

IBONDS 26 TRM TS (fund)

Filings received so far for Q3 2026: 17 13F filers report a position in IBTG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Apella Capital, LLC	645,847	$14.7M	0.19%	-92,765	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	386,220	$8.84M	0.57%	+9,468	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	253,328	$5.8M	0.08%	+112,212	13F-HR Timeline Group
Delta Wealth Advisors LLC	128,690	$2.94M	2.02%	-454,867	13F-HR Timeline
Montecito Bank & Trust	90,074	$2.06M	0.31%	0	13F-HR Timeline
Trust Co	60,343	$1.38M	0.12%	0	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	60,000	$1.37M	0.15%	new	13F-HR Timeline
Horizons Wealth Management	44,441	$1.02M	0.64%		13F-HR Timeline
Cambridge Financial Group, LLC	30,598	$700K	0.22%	0	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	26,766	$612K	0.1%	+211	13F-HR Timeline
Farther Finance Advisors, LLC	25,808	$590K	<0.01%	-2,057	13F-HR Timeline
Heartwood Wealth Advisors LLC	15,491	$354K	0.03%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	14,285	$327K	0.02%	-3,799	13F-HR Timeline
Decker Wealth Management LLC	14,070	$322K	0.07%	0	13F-HR Timeline
Cooper Financial Group	10,750	$246K	0.02%	+100	13F-HR Timeline
Bank of New Hampshire	492	$11.3K	<0.01%	new	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	125	$2.86K	<0.01%	0	13F-HR Timeline