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Disclosery

IBTP ISHARES TR

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IBONDS DEC 2034 (fund)

53 managers (53 13F filers) reported a position in IBTP shares at 2025-12-31, 6,384,602 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
8
Added
28
Reduced
10
Sold out
6
Shares held by filers
6,384,602

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Corp1,272,993$32.9M0.62%+313,06313F-HRTimelineGroup
SUMMITRY LLC859,319$22.2M0.92%+26,35213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC716,175$18.5M0.28%+73,47113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP525,933$13.6M0.01%+427,18513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC467,890$12.1M0.13%+441,31113F-HRTimelineGroup
D.A. DAVIDSON & CO.374,084$9.65M0.06%+6,47013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA346,272$8.94M<0.01%+78,36613F-HRTimelineGroup
Atlantic Private Wealth, LLC234,732$6.06M3.87%+15,68713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,964$4.46M0.01%+20,74513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY157,174$4.06M<0.01%new13F-HR/ATimelineGroup
Accretive Wealth Partners, LLC128,645$3.32M0.99%+4,14613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV120,865$3.12M<0.01%+20,45513F-HRTimeline
Probity Advisors, Inc.110,486$2.85M0.46%+8,68613F-HRTimeline
HighTower Advisors, LLC103,335$2.67M<0.01%-1,96313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,340$1.97M0.01%+16,06513F-HRTimelineGroup
Keeler Thomas Management LLC63,816$1.65M0.78%+1,40013F-HRTimeline
Cetera Investment Advisers56,274$1.45M<0.01%-139,37613F-HRTimeline
Reliant Wealth Planning52,382$1.35M0.42%-1,92813F-HRTimeline
CWM, LLCin group CWM, LLC38,835$1M<0.01%+20,88413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/38,790$1M<0.01%+10,71713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC36,871$952K0.02%+73513F-HRTimeline
LPL Financial LLC36,091$932K<0.01%-460,51713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,551$866K<0.01%-63913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,681$766K<0.01%+2,38313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,553$763K0.02%-59,95813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,823$744K<0.01%-1,49813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,413$708K<0.01%new13F-HRTimelineGroup
L2 Asset Management, LLC24,817$641K0.09%+8613F-HRTimeline
Krilogy Financial LLC24,359$628K0.02%-11,03713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,825$537K<0.01%+9913F-HRTimelineGroup
Petros Family Wealth, LLC20,045$517K0.34%+2,28913F-HRTimeline
MML INVESTORS SERVICES, LLC16,968$438K<0.01%+33213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,741$432K<0.01%+81513F-HRTimelineGroup
Apella Capital, LLC14,397$372K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG12,329$318K<0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC11,080$286K0.02%+1,07913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,895$255K<0.01%013F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC9,137$235K0.01%+12013F-HRTimeline
Waverly Advisors, LLC8,551$221K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,509$220K<0.01%new13F-HRTimelineGroup
DEARBORN PARTNERS LLC7,801$206K0.01%new13F-HRTimeline
SIGNATUREFD, LLC7,840$202K<0.01%013F-HRTimeline
Guidance Point Advisors, LLC7,787$201K0.05%new13F-HRTimeline
CNB Bank4,832$125K0.05%new13F-HRTimeline
IFP Advisors, Inc4,770$123K<0.01%+1,06813F-HRTimeline
Physician Wealth Advisors, Inc.4,000$103K0.01%013F-HRTimeline
Mendota Financial Group, LLC2,192$56.6K0.04%013F-HRTimeline
COMERICA BANK1,971$50.9K<0.01%-1,16713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,839$47.5K<0.01%-10313F-HRTimelineGroup
CENTRAL TRUST Co1,645$42.5K<0.01%+60013F-HRTimeline
Hyposwiss Advisors SA1,365$35.2K0.03%13F-HRTimeline
Asset Dedication, LLC1,037$26.8K<0.01%+1713F-HRTimeline
CVA Family Office, LLC583$15K<0.01%013F-HRTimeline