Skip to content
Disclosery

IBTQ ISHARES TR

Follow

IBONDS DEC 2035 (fund)

48 managers (48 13F filers) reported a position in IBTQ shares at 2026-06-30, 6,868,857 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
48
New
13
Added
21
Reduced
7
Sold out
8
Shares held by filers
6,868,857

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
CONFLUENCE INVESTMENT MANAGEMENT LLC1,044,548$26.2M0.41%+236,66213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,023,757$25.7M0.02%+904,16713F-HRTimelineGroup
SUMMITRY LLC1,018,921$25.6M0.84%+20,89213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC968,696$24.3M0.22%+868,59713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp775,439$19.5M0.33%new13F-HRTimelineGroup
LPL Financial LLC298,976$7.5M<0.01%+21,95513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY200,933$5.04M<0.01%-34,75213F-HRTimelineGroup
Probity Advisors, Inc.177,711$4.46M0.64%+39,29113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC158,478$3.99M<0.01%-15,78013F-HRTimelineGroup
Accretive Wealth Partners, LLC157,881$3.96M0.96%+31,91113F-HRTimeline
UBS Group AGin group UBS Group AG136,155$3.42M<0.01%+1,52513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC118,518$2.97M<0.01%+26,43413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…108,778$2.73M0.02%+18,45013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC72,516$1.82M<0.01%new13F-HRTimelineGroup
Atlantic Private Wealth, LLC62,095$1.56M0.95%+41,40613F-HRTimeline
Bell Investment Advisors, Inc58,304$1.46M0.21%-47,25013F-HRTimeline
L2 Asset Management, LLC53,430$1.34M0.14%+1,18113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,272$1.21M<0.01%+19,63013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,294$1.06M<0.01%-1,02513F-HRTimelineGroup
Cetera Investment Advisers36,413$913K<0.01%+1,31213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,319$885K<0.01%+30,23113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV34,678$870K<0.01%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,798$647K<0.01%+17,46413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,912$550K<0.01%+9,07013F-HRTimelineGroup
Snowden Capital Advisors LLC17,910$449K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,320$359K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,061$353K<0.01%+35513F-HRTimeline
Reliant Wealth Planning13,818$347K0.1%-1,58913F-HRTimeline
Single Point Partners, LLC13,219$332K0.06%new13F-HRTimeline
Atria Investments, Inc11,917$299K<0.01%new13F-HRTimeline
Private Advisor Group, LLC11,150$280K<0.01%013F-HRTimeline
HighTower Advisors, LLC10,402$261K<0.01%-16213F-HRTimeline
Parcion Private Wealth LLC9,943$249K0.01%new13F-HRTimeline
SIGNATUREFD, LLC9,403$236K<0.01%+1,99313F-HRTimeline
Vestmark Advisory Solutions, Inc.9,204$231K<0.01%new13F-HRTimeline
Hyposwiss Advisors SA8,870$223K0.21%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,570$215K<0.01%-4,12013F-HRTimelineGroup
Krilogy Financial LLC8,367$210K0.01%new13F-HRTimeline
CNB Bank6,049$152K0.06%+29213F-HRTimeline
Integrated Wealth Concepts LLC4,635$116K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,000$100K0.01%013F-HRTimeline
MATHER GROUP, LLC.3,438$86.2K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,346$83.9K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,771$69.5K<0.01%+1013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,000$25.1K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…955$23.8K<0.01%013F-HRTimeline
AE Wealth Management LLC887$22.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co800$20.1K<0.01%013F-HRTimeline