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IBTI ISHARES TR

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IBONDS 28 TRM TS (fund)

Filings received so far for Q3 2026: 20 13F filers report a position in IBTI 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.

HolderSharesValue% of portfolioChangeSource
Heartwood Wealth Advisors LLC1,334,915$29.2M2.31%+28,74513F-HRTimeline
ATWOOD & PALMER INC880,996$19.3M0.99%-78,38313F-HRTimeline
Delta Wealth Advisors LLC827,443$18.1M12.45%+760,67613F-HRTimeline
Legacy Private Trust Co.574,637$12.6M0.7%-6,12513F-HRTimeline
Trust Co519,244$11.4M0.99%+8,18913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC406,711$8.91M0.58%+8,59213F-HRTimeline
Wealth Enhancement Trust Services, Inc.360,000$7.89M0.84%new13F-HRTimeline
Apella Capital, LLC242,478$5.31M0.07%+24,89713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC227,903$4.99M0.08%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC189,213$4.15M0.97%+5,59613F-HRTimeline
Montecito Bank & Trust86,465$1.89M0.29%+4,27013F-HRTimeline
Horizons Wealth Management56,063$1.23M0.78%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC49,592$1.09M0.02%+10,20713F-HRTimelineGroup
Mendota Financial Group, LLC31,493$690K0.43%+29513F-HRTimeline
Avidian Wealth Enterprises, LLC18,607$408K0.01%-1,36813F-HRTimeline
Stonebridge Financial Group, LLC18,075$396K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC14,708$322K<0.01%+7,92313F-HRTimeline
Cambridge Financial Group, LLC11,498$255K0.08%013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.10,225$224K0.04%+12313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC379$8.3K0.01%013F-HRTimeline