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Disclosery

IBTM ISHARES TR

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IBONDS DEC 2032 (fund)

105 managers (106 13F filers) reported a position in IBTM shares at 2026-06-30, 14,863,394 shares in all. 11 filers opened a position and 18 filers sold out during the quarter.

Managers
105
13F filers
106
New
11
Added
61
Reduced
16
Sold out
18
Shares held by filers
14,863,394

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
Krilogy Financial LLC2,618,176$59.4M1.76%+169,86313F-HRTimeline
UBS Group AGin group UBS Group AG976,161$22.2M<0.01%-19,54913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY885,349$20.1M<0.01%+36,36513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC735,847$16.7M0.26%-68,24713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC532,804$12.1M<0.01%+5,58213F-HRTimelineGroup
D.A. DAVIDSON & CO.463,113$10.5M0.06%+41,33013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP449,649$10.2M0.01%+75,97313F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC439,395$9.97M0.67%+347,72713F-HRTimeline
Probity Advisors, Inc.434,420$9.86M1.41%+115,48313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC394,282$8.95M<0.01%+41,46013F-HR/ATimelineGroup
Legacy Private Trust Co.376,158$8.54M0.48%+36,07813F-HRTimeline
Snowden Capital Advisors LLC374,409$8.5M0.2%+5,22213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN362,730$8.23M<0.01%+11,65913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…345,777$7.85M0.04%+41,36613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC328,090$7.44M<0.01%+45,32513F-HRTimelineGroup
Janney Montgomery Scott LLC312,533$7.09M0.01%-238,87613F-HRTimeline
HighTower Advisors, LLC300,781$6.83M0.01%+20,83613F-HRTimeline
Atlantic Private Wealth, LLC293,989$6.67M4.09%+59,36313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV220,616$5.01M0.01%+21,54713F-HR/ATimeline
Asset Dedication, LLC220,155$5M0.31%+31,13913F-HRTimeline
Stockman Wealth Management, Inc.218,588$4.96M0.51%+17,97213F-HRTimeline
Yoder Wealth Management, Inc.216,814$4.92M1.92%+61,48413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,434$4.62M<0.01%+15,44613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA183,319$4.16M<0.01%+38,04713F-HRTimelineGroup
Accretive Wealth Partners, LLC182,878$4.15M1.01%+35,11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC177,908$4.04M0.03%+10,19513F-HRTimelineGroup
Parallel Advisors, LLC177,585$4.03M0.06%+14,71513F-HRTimeline
LPL Financial LLC169,364$3.84M<0.01%-13,39613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.164,188$3.73M0.38%+8,39313F-HRTimeline
NewEdge Advisors, LLC157,946$3.58M0.01%-2,16213F-HRTimeline
Cambridge Investment Research Advisors,…156,395$3.55M0.01%+30,52813F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC125,114$2.84M0.14%+16,51213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC121,448$2.76M<0.01%+37,91313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP119,249$2.71M<0.01%-8,96513F-HRTimelineGroup
CENTRAL TRUST Co118,224$2.68M0.05%+11,72313F-HRTimeline
BOSTON FAMILY OFFICE LLC81,786$1.86M0.11%+7,10713F-HRTimeline
Cetera Investment Advisers66,535$1.51M<0.01%-11,96313F-HRTimeline
Private Advisor Group, LLC54,947$1.25M0.01%+5,57013F-HRTimeline
Cushing Capital Partners, LLC53,932$1.22M0.84%+6,80913F-HRTimeline
IFP Advisors, Inc53,019$1.2M0.02%+6,89813F-HRTimeline
Visionary Wealth Advisors52,951$1.2M0.05%+7,24713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC49,452$1.12M0.06%+2,80013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA47,922$1.09M0.03%-2,50213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding42,558$966K+848Timeline
Reliant Wealth Planning40,753$925K0.25%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,972$816K<0.01%+2213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,918$724K0.01%+97813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,150$684K<0.01%+7,68313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS29,537$670K<0.01%+1713F-HRTimeline
L2 Asset Management, LLC29,150$662K0.07%+1,28813F-HRTimeline
Integrated Wealth Concepts LLC27,249$618K<0.01%-3,41713F-HR/ATimeline
Financial Engines Advisors L.L.C.27,226$618K<0.01%+56813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,985$612K0.02%+3,11513F-HRTimeline
4WEALTH ADVISORS, INC.26,386$601K0.46%+2,06113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,230$595K<0.01%+7,27813F-HRTimelineGroup
Modern Wealth Management, LLC23,976$544K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,189$526K<0.01%-29,18413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,689$515K<0.01%+3,91413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp22,670$514K0.01%-1,27313F-HRTimelineGroup
HEADINVEST, LLC20,602$468K0.09%-17713F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC20,401$461K0.3%+8,50913F-HRTimeline
Jacobi Capital Management LLC17,574$399K0.02%+11813F-HRTimeline
Belpointe Asset Management LLC16,695$379K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,387$372K<0.01%+2,78513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management15,477$351K<0.01%+4913F-HRTimelineGroup
Hyposwiss Advisors SA15,190$345K0.33%013F-HRTimeline
Guidance Point Advisors, LLC15,121$343K0.07%+50613F-HRTimeline
Single Point Partners, LLC14,585$331K0.06%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,208$322K0.01%-40513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,098$320K<0.01%-26613F-HRTimelineGroup
Greater Midwest Financial Group, LLC13,476$306K0.15%013F-HRTimeline
Vestmark Advisory Solutions, Inc.11,934$271K<0.01%new13F-HRTimeline
Great Diamond Partners, LLC11,852$269K0.05%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,724$266K<0.01%+1,69913F-HRTimelineGroup
Strait & Sound Wealth Management LLC11,702$266K0.09%+2,14813F-HRTimeline
MONECO ADVISORS, LLC10,223$258K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC11,200$254K0.02%013F-HRTimeline
SIGNATUREFD, LLC11,010$250K<0.01%+2,20313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,923$248K0.1%+1,31013F-HRTimeline
Old Mission Investment Co LLC10,485$238K0.05%+1,10513F-HRTimeline
Gladstone Institutional Advisory LLC10,126$230K0.01%-1,33813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,073$229K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,152$208K<0.01%-99713F-HRTimeline
Physician Wealth Advisors, Inc.8,082$183K0.02%+3,61213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,729$153K<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC6,653$151K0.03%013F-HRTimeline
MATHER GROUP, LLC.3,788$86K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,689$83.7K0.01%new13F-HRTimeline
CNB Bank3,599$81.7K0.03%+17313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,780$63.1K<0.01%+513F-HRTimelineGroup
FMR LLCin group FMR LLC2,750$62.4K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,635$59.8K<0.01%+89013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC2,365$53.7K0.01%013F-HRTimeline
Clearstead Trust, LLC1,954$44.3K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,925$43.7K<0.01%+15113F-HRTimeline
Bogart Wealth, LLC1,775$40.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,300$29.4K<0.01%013F-HRTimeline
Crews Bank & Trust1,100$25K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…900$20.4K<0.01%013F-HRTimeline
Bank of New Hampshire800$18.2K<0.01%013F-HRTimeline
First PREMIER Bank667$15K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC609$13.8K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/555$12.6K<0.01%new13F-HRTimelineGroup
NBH Bank249$5.65K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust202$4.58K<0.01%013F-HRTimeline