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Disclosery

IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

248 managers (251 13F filers) reported a position in IBTI shares at 2026-03-31, 61,558,076 shares in all. 32 filers opened a position and 11 filers sold out during the quarter.

Managers
248
13F filers
251
New
32
Added
144
Reduced
44
Sold out
11
Shares held by filers
61,558,076

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
Towne Trust Company, N.A12,400$276K0.09%+1,10013F-HRTimeline
DecisionMap Wealth Management, LLC11,981$267K0.17%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC11,643$259K0.12%+47013F-HRTimeline
United Community Bankin group United Community Bank11,520$257K0.09%new13F-HRTimelineGroup
Cambridge Financial Group, LLC11,498$256K0.09%013F-HRTimeline
Highland Financial Advisors, LLC11,430$255K0.07%013F-HRTimeline
Connecticut Wealth Management, LLC11,275$251K0.01%+1313F-HRTimeline
MLP3, LLC10,988$245K0.27%new13F-HRTimeline
CGN Advisors LLC10,586$236K0.02%new13F-HRTimeline
Guidance Point Advisors, LLC10,558$235K0.06%+54013F-HRTimeline
HANOVER ADVISORS INC10,471$233K0.09%-9813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.9,784$218K0.04%+20713F-HRTimeline
World Investment Advisors9,632$215K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,394$187K0.01%+4913F-HRTimeline
Physician Wealth Advisors, Inc.6,985$156K0.02%-3,48813F-HRTimeline
Cherry Tree Wealth Management, LLC6,040$135K0.03%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,316$118K0.01%+17713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,915$110K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,482$99.5K<0.01%new13F-HRTimeline
CNB Bank4,266$95.1K0.04%-5013F-HRTimeline
Bogart Wealth, LLC3,365$75K<0.01%+213F-HRTimeline
First PREMIER Bank3,076$69K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,050$68K<0.01%013F-HRTimelineGroup
2UniFi Bank2,773$61.8K0.03%013F-HRTimeline
Hara Capital LLC2,643$58.9K0.03%013F-HRTimeline
Mascoma Wealth Management LLC1,985$44.2K0.01%013F-HRTimeline
AE Wealth Management LLC1,929$43K<0.01%+1,64713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,729$38.5K<0.01%+1113F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,500$33.4K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC1,329$29.6K<0.01%013F-HRTimeline
MCF Advisors LLC1,308$29.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,162$25.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,110$24.7K<0.01%-413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,095$24.4K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,056$23.5K0.02%new13F-HRTimeline
Clayton Financial Group LLC1,045$23.3K0.01%+2013F-HRTimeline
EASTERN BANK950$21.2K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA913$20.3K<0.01%-91213F-HRTimeline
Robbins Farley912$20.3K0.01%-20913F-HRTimeline
HAZLETT, BURT & WATSON, INC.796$18K0.01%+413F-HRTimeline
Root Financial Partners, LLC573$12.8K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC379$8.45K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…63$1.4K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC53$1.18K<0.01%new13F-HRTimeline
AlphaCore Capital LLC51$1.13K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.50$1.11K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7$156<0.01%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7$156<0.01%013F-HRTimelineGroup