IBTK ISHARES TR
FollowIBOND DEC 2030 (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in IBTK 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 |
|---|---|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | 1,043,754 | $19.8M | 1.28% | -330,050 | 13F-HRTimeline |
| Legacy Private Trust Co. | 571,288 | $10.8M | 0.6% | -6,195 | 13F-HRTimeline |
| Heartwood Wealth Advisors LLC | 504,949 | $9.59M | 0.76% | +11,195 | 13F-HRTimeline |
| Trust Co | 471,853 | $8.96M | 0.78% | -18,724 | 13F-HRTimeline |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 310,328 | $5.89M | 0.1% | -12,570 | 13F-HRTimeline |
| ATWOOD & PALMER INC | 124,185 | $2.36M | 0.12% | +36,775 | 13F-HRTimeline |
| Apella Capital, LLC | 60,996 | $1.16M | 0.01% | +1,281 | 13F-HRTimeline |
| Montecito Bank & Trust | 44,049 | $836K | 0.13% | +2,870 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,616 | $49.7K | <0.01% | new | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 430 | $8.17K | 0.01% | 0 | 13F-HRTimeline |