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Disclosery

IBTP ISHARES TR

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IBONDS DEC 2034 (fund)

63 managers (63 13F filers) reported a position in IBTP shares at 2026-06-30, 8,402,592 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
63
13F filers
63
New
12
Added
37
Reduced
5
Sold out
3
Shares held by filers
8,402,592

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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,849,299$46.9M0.78%+418,93613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC965,101$24.5M0.38%+45,92313F-HRTimeline
SUMMITRY LLC878,535$22.3M0.73%+15,13013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP784,592$19.9M0.02%+218,56013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC723,444$18.4M0.17%+217,47613F-HRTimelineGroup
D.A. DAVIDSON & CO.421,822$10.7M0.06%+37,15913F-HRTimeline
Atlantic Private Wealth, LLC222,302$5.64M3.46%-8,86813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC208,648$5.3M0.01%+15,18713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY183,785$4.67M<0.01%+30,83213F-HRTimelineGroup
Probity Advisors, Inc.174,395$4.43M0.63%+27,81713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC170,974$4.36M<0.01%-6,64413F-HRTimelineGroup
Accretive Wealth Partners, LLC159,662$4.05M0.99%+31,46313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV148,450$3.77M<0.01%+18,22813F-HR/ATimeline
UBS Group AGin group UBS Group AG134,267$3.41M<0.01%+1,47013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA124,529$3.16M<0.01%-298,01213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,247$2.9M<0.01%+14,85713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…108,728$2.76M0.02%+13,56813F-HRTimelineGroup
HighTower Advisors, LLC105,033$2.67M<0.01%+1,40113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,546$2.04M<0.01%+5,55713F-HRTimelineGroup
Cetera Investment Advisers58,292$1.48M<0.01%+4113F-HRTimeline
Mariner, LLCin group Mariner, LLC55,149$1.4M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,886$1.39M<0.01%+14,22913F-HRTimelineGroup
Reliant Wealth Planning52,382$1.33M0.37%013F-HRTimeline
Bell Investment Advisors, Inc51,498$1.31M0.19%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,182$1.27M<0.01%+8,54713F-HRTimelineGroup
Petros Family Wealth, LLC44,648$1.13M0.69%+3,50513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC43,166$1.09M0.05%+23,13213F-HRTimeline
LPL Financial LLC38,362$974K<0.01%+3,89213F-HRTimeline
Arax Advisory Partners34,635$879K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,825$808K<0.01%013F-HRTimelineGroup
L2 Asset Management, LLC26,125$663K0.07%+1,15313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,805$604K<0.01%+1,79713F-HRTimelineGroup
Krilogy Financial LLC21,275$540K0.02%+3,67613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,802$528K<0.01%+3713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,796$528K<0.01%-1,29513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,060$484K<0.01%+3,40813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,941$481K<0.01%+8,59113F-HRTimelineGroup
Apella Capital, LLC14,397$362K0.01%013F-HRTimeline
Single Point Partners, LLC13,044$331K0.06%new13F-HRTimeline
DEARBORN PARTNERS LLC11,682$304K0.02%+2,55913F-HR/ATimeline
Jacobi Capital Management LLC11,472$291K0.01%+9113F-HRTimeline
Keeler Thomas Management LLC10,835$275K0.1%-4,64313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,790$274K<0.01%new13F-HRTimelineGroup
Old Mission Investment Co LLC10,405$264K0.05%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,095$256K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc9,965$253K<0.01%+4,97813F-HRTimeline
SIGNATUREFD, LLC9,809$249K<0.01%+1,96913F-HRTimeline
Vestmark Advisory Solutions, Inc.9,083$231K<0.01%new13F-HRTimeline
Atria Investments, Inc8,871$225K<0.01%new13F-HRTimeline
Waverly Advisors, LLC8,551$217K<0.01%013F-HRTimeline
Guidance Point Advisors, LLC8,530$217K0.05%+25213F-HRTimeline
Bellecapital International Ltd.5,579$142K0.02%new13F-HRTimeline
CNB Bank5,054$128K0.05%+24413F-HRTimeline
Physician Wealth Advisors, Inc.4,000$102K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,295$83.7K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,839$72.1K<0.01%+1,00013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,736$69.5K<0.01%+913F-HRTimelineGroup
Integrated Wealth Concepts LLC2,638$67K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,387$35.2K<0.01%013F-HRTimeline
Hyposwiss Advisors SA1,365$34.6K0.03%013F-HRTimeline
Asset Dedication, LLC1,195$30.3K<0.01%+15813F-HRTimeline
CVA Family Office, LLC583$14.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC204$5.18K<0.01%new13F-HRTimelineGroup