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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

254 managers (257 13F filers) reported a position in IBTI shares at 2026-06-30, 65,889,392 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
254
13F filers
257
New
23
Added
146
Reduced
46
Sold out
14
Shares held by filers
65,889,392

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.

HolderSharesValue% of portfolioChangeSource
MILESTONE ASSET MANAGEMENT, LLC12,570$278K0.04%new13F-HRTimeline
Savvy Advisors, Inc.12,558$278K0.01%-4,74213F-HRTimeline
Vestmark Advisory Solutions, Inc.11,656$258K<0.01%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,643$258K0.1%013F-HRTimeline
Foundations Investment Advisors, LLC11,545$256K<0.01%-2,00213F-HRTimeline
Cambridge Financial Group, LLC11,498$255K0.08%013F-HRTimeline
Highland Financial Advisors, LLC11,430$253K0.06%013F-HRTimeline
Connecticut Wealth Management, LLC11,297$250K0.01%+2213F-HRTimeline
Commonwealth Financial Services, LLC11,222$248K0.03%new13F-HRTimeline
United Community Bankin group United Community Bank11,070$245K0.08%-45013F-HRTimelineGroup
HANOVER ADVISORS INC10,953$242K0.09%+48213F-HRTimeline
Visionary Wealth Advisors10,921$242K0.01%new13F-HRTimeline
Guidance Point Advisors, LLC10,803$239K0.05%+24513F-HRTimeline
CGN Advisors LLC10,628$235K0.02%+4213F-HRTimeline
XY Planning Network, Inc.10,628$235K0.03%new13F-HRTimeline
Alessandra Capital Management, LLC10,600$235K0.17%new13F-HRTimeline
SageView Advisory Group, LLC10,154$225K0.01%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,102$224K0.04%+31813F-HRTimeline
World Investment Advisors9,632$215K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,473$188K0.01%+7913F-HRTimeline
MATHER GROUP, LLC.7,639$169K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS7,199$159K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC6,785$150K<0.01%+2,30313F-HRTimeline
Cherry Tree Wealth Management, LLC6,040$134K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,402$120K0.01%+8613F-HRTimelineGroup
Key Financial Inc4,885$108K0.02%new13F-HRTimeline
CNB Bank4,439$98.3K0.04%+17313F-HRTimeline
Bogart Wealth, LLC3,367$74.5K<0.01%+213F-HRTimeline
First PREMIER Bank3,076$68K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,050$67.5K<0.01%013F-HRTimelineGroup
NBH Bank2,773$61.4K0.03%13F-HRTimeline
Hara Capital LLC2,643$58.5K0.03%013F-HRTimeline
Longview Financial Advisors LLC2,542$56.3K0.03%new13F-HRTimeline
IFG Advisory, LLC2,400$53.1K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,298$50.9K<0.01%+56913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,269$50.2K<0.01%+1,17413F-HRTimelineGroup
MCF Advisors LLC2,257$50K<0.01%+94913F-HRTimeline
Blue Trust, Inc.2,127$47.1K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC1,985$43.9K0.01%013F-HRTimeline
AE Wealth Management LLC1,929$42.7K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,329$29.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,162$25.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,130$25K<0.01%+2013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA913$20.2K<0.01%013F-HRTimeline
Robbins Farley912$20.2K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC715$15.8K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…680$15.1K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC379$8.39K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC306$6.77K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63$1.4K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC53$1.17K<0.01%013F-HRTimeline
AlphaCore Capital LLC51$1.13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.26$575<0.01%-2413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$155<0.01%013F-HRTimelineGroup