IBTJ ISHARES TR

IBONDS 29 TRM TS (fund)

Filings received so far for Q3 2026: 15 13F filers report a position in IBTJ 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
ATWOOD & PALMER INC	913,459	$19.4M	1%	-45,268	13F-HR Timeline
Legacy Private Trust Co.	549,620	$11.7M	0.64%	-5,942	13F-HR Timeline
Heartwood Wealth Advisors LLC	456,166	$9.68M	0.76%	+9,912	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	370,000	$7.85M	0.84%	new	13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	314,762	$6.68M	0.11%	new	13F-HR Timeline
Apella Capital, LLC	151,684	$3.22M	0.04%	+28,034	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	106,262	$2.26M	0.15%	+6,780	13F-HR Timeline
Montecito Bank & Trust	69,414	$1.47M	0.22%	+7,577	13F-HR Timeline
Mendota Financial Group, LLC	32,111	$682K	0.42%	+304	13F-HR Timeline
Cambridge Financial Group, LLC	14,011	$303K	0.1%	0	13F-HR Timeline
Conrad Siegel Investment Advisors, Inc.	12,395	$263K	0.04%	+121	13F-HR Timeline
Horizons Wealth Management	11,616	$247K	0.16%		13F-HR Timeline
Trust Co	10,272	$218K	0.02%	0	13F-HR Timeline
Farther Finance Advisors, LLC	4,658	$98.9K	<0.01%	+44	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	388	$8.24K	0.01%	0	13F-HR Timeline