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Disclosery

IBTQ ISHARES TR

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IBONDS DEC 2035 (fund)

35 managers (35 13F filers) reported a position in IBTQ shares at 2025-12-31, 2,651,406 shares in all. 17 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
35
New
17
Added
9
Reduced
5
Sold out
2
Shares held by filers
2,651,406

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
SUMMITRY LLC992,283$25.3M1.05%+31,68913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC834,372$21.3M0.32%-51,80113F-HRTimeline
Accretive Wealth Partners, LLC126,700$3.23M0.96%+4,73013F-HRTimeline
Bell Investment Advisors, Inc104,891$2.67M0.42%new13F-HRTimeline
Probity Advisors, Inc.81,560$2.08M0.33%+44,15413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC77,631$1.98M0.02%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,782$1.55M0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.50,000$1.27M<0.01%013F-HRTimelineGroup
L2 Asset Management, LLC47,968$1.22M0.16%+2,53413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,413$979K<0.01%+6,16613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,757$937K<0.01%-3,74913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,308$696K<0.01%+12,23013F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,102$410K<0.01%013F-HRTimelineGroup
Reliant Wealth Planning15,407$393K0.12%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,893$329K<0.01%+1,15613F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,824$327K<0.01%+12,58413F-HRTimelineGroup
LPL Financial LLC12,653$322K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,509$319K<0.01%new13F-HRTimeline
Private Advisor Group, LLC11,150$284K<0.01%new13F-HRTimeline
HighTower Advisors, LLC10,868$277K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,236$261K<0.01%-34,68613F-HRTimelineGroup
Hyposwiss Advisors SA8,870$226K0.22%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,650$220K<0.01%+3,00013F-HR/ATimelineGroup
SIGNATUREFD, LLC7,410$189K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,192$183K<0.01%new13F-HRTimelineGroup
CNB Bank5,785$147K0.06%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,794$122K<0.01%-713F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,000$102K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC3,389$86.4K0.06%new13F-HRTimeline
COMERICA BANK2,749$70K<0.01%-1,61113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,530$64.5K<0.01%new13F-HR/ATimelineGroup
CENTRAL TRUST Co1,046$26.7K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…955$24.3K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC700$17.8K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29$739<0.01%new13F-HRTimelineGroup