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Disclosery

IBTP ISHARES TR

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IBONDS DEC 2034 (fund)

55 managers (55 13F filers) reported a position in IBTP shares at 2026-03-31, 7,387,490 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
55
13F filers
55
New
6
Added
28
Reduced
12
Sold out
3
Shares held by filers
7,387,490

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Corp1,430,363$36.7M0.7%+157,37013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC919,178$23.6M0.37%+203,00313F-HRTimeline
SUMMITRY LLC863,405$22.1M0.78%+4,08613F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP566,032$14.5M0.01%+40,09913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC505,968$13M0.13%+38,07813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA422,541$10.8M<0.01%+76,26913F-HRTimelineGroup
D.A. DAVIDSON & CO.384,663$9.86M0.06%+10,57913F-HRTimeline
Atlantic Private Wealth, LLC231,170$5.92M3.87%-3,56213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC193,461$4.96M0.01%+20,49713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC177,618$4.55M<0.01%new13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY152,953$3.92M<0.01%-4,22113F-HRTimelineGroup
Probity Advisors, Inc.146,578$3.76M0.6%+36,09213F-HRTimeline
UBS Group AGin group UBS Group AG132,797$3.4M<0.01%+120,46813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV130,222$3.34M<0.01%+9,35713F-HRTimeline
Accretive Wealth Partners, LLC128,199$3.29M0.93%-44613F-HRTimeline
HighTower Advisors, LLC103,632$2.66M<0.01%+29713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,390$2.55M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…95,160$2.44M0.02%+18,82013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,989$1.92M<0.01%+45,30813F-HRTimelineGroup
Cetera Investment Advisers58,251$1.49M<0.01%+1,97713F-HRTimeline
Reliant Wealth Planning52,382$1.34M0.41%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,635$1.07M<0.01%+2,84513F-HRTimelineGroup
Petros Family Wealth, LLC41,143$1.05M0.75%+21,09813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,657$1.04M<0.01%+11,83413F-HRTimelineGroup
CWM, LLCin group CWM, LLC38,819$995K<0.01%-1613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC36,874$945K0.02%+313F-HRTimeline
LPL Financial LLC34,470$883K<0.01%-1,62113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC31,825$816K<0.01%-1,72613F-HRTimelineGroup
L2 Asset Management, LLC24,972$640K0.06%+15513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,091$566K<0.01%+13,58213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,008$564K<0.01%+5,26713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,765$536K<0.01%-6013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC20,034$513K0.03%+10,89713F-HRTimeline
Krilogy Financial LLC17,599$451K0.01%-6,76013F-HRTimeline
MML INVESTORS SERVICES, LLC15,652$401K<0.01%-1,31613F-HRTimeline
Keeler Thomas Management LLC15,478$397K0.17%-48,33813F-HRTimeline
Apella Capital, LLC14,397$371K0.01%013F-HRTimeline
Jacobi Capital Management LLC11,381$292K0.02%+30113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,350$265K<0.01%+45513F-HRTimelineGroup
DEARBORN PARTNERS LLC9,123$238K0.01%+1,32213F-HRTimeline
Waverly Advisors, LLC8,551$219K<0.01%013F-HRTimeline
Guidance Point Advisors, LLC8,278$212K0.05%+49113F-HRTimeline
SIGNATUREFD, LLC7,840$201K<0.01%013F-HRTimeline
IFP Advisors, Inc4,987$128K<0.01%+21713F-HRTimeline
CNB Bank4,810$123K0.05%-2213F-HRTimeline
Physician Wealth Advisors, Inc.4,000$103K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,727$69.9K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,839$47.1K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,486$38.1K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,387$35.5K<0.01%-25813F-HRTimeline
Hyposwiss Advisors SA1,365$35K0.03%013F-HRTimeline
Asset Dedication, LLC1,037$26.6K<0.01%013F-HRTimeline
CVA Family Office, LLC583$14.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC268$6.87K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…107$2.74K<0.01%new13F-HRTimeline