iShares Ibonds Dec 2028 ETFIBDTETF
13F holders, Q1 2024 (March 31)262holders
1famous investor
$24.89avg. 13F price*
At the end of Q1 2024, 262 institutions reported holding iShares Ibonds Dec 2028 ETF (IBDT) in their 13F filings. The largest holders were Bank of America Corp. ($161.6M), Morgan Stanley ($60.0M) and Capital Advisors Inc. ($56.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2028 ETF
- CUSIP
- 46435U515
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $42.5M |
| Exits | 15 | $17.9M |
Ownership 262 holders
| Bank of America Corp. | 0.02% | Add +10.3% | 6,488,897 | $161.6M |
| Morgan Stanley | 0.00% | Add +12.1% | 2,408,865 | $60.0M |
| Capital Advisors Inc. | 1.22% | Add +9.7% | 2,274,962 | $56.7M |
| Capital Investment Advisors, LLC | 1.27% | Add +10.3% | 2,193,336 | $54.6M |
| Aptus Capital Advisors, LLC | 0.97% | Reduce -17.0% | 1,808,445 | $45.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +34.1% | 1,675,317 | $41.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.3% | 1,673,510 | $41.7M |
| Royal Bank of Canada | 0.01% | Add +16.5% | 1,512,652 | $37.7M |
| UBS Group AG | 0.01% | Add +23.8% | 1,395,368 | $34.8M |
| Woodmont Investment Counsel LLC | 2.69% | Add +8.6% | 1,280,669 | $31.9M |
| LPL Financial LLC | 0.02% | Add +21.4% | 1,206,501 | $30.0M |
| Klingman & Associates, LLC | 1.96% | Add +2.1% | 1,095,765 | $27.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +57.9% | 1,060,451 | $26.4M |
| Gratus Wealth Advisors, LLC | 4.70% | Add +1726.7% | 1,046,455 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 1,009,445 | $25.2M |
| Sigma Investment Counselors Inc. | 1.62% | Add +2.8% | 1,009,430 | $25.1M |
| Wells Fargo & Company | 0.01% | Add +33.8% | 986,023 | $24.6M |
| HighTower Advisors, LLC | 0.04% | Add +6.9% | 912,726 | $22.7M |
| Kathmere Capital Management, LLC | 2.54% | Add +7.7% | 891,363 | $22.2M |
| Gateway Advisory, LLC | 3.41% | Add +5.3% | 779,959 | $19.4M |
| Corient Private Wealth LP | 0.03% | New | 693,322 | $17.3M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 656,476 | $16.3M |
| RVW Wealth, LLC | 1.66% | Add +2.0% | 647,711 | $16.1M |
| Stifel Financial Corp. | 0.02% | Add +3.5% | 627,182 | $15.6M |
| Advisors Capital Management, LLC | 0.28% | Reduce -37.6% | 615,203 | $15.3M |
| Sound View Wealth Advisors Group, LLC | 1.61% | Reduce -1.0% | 607,050 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +24.7% | 525,606 | $13.1M |
| Arrow Financial Corp | 1.28% | Add +3.0% | 517,012 | $12.9M |
| MV Capital Management, Inc. | 1.43% | Add +20.7% | 502,604 | $12.5M |
| Hengehold Capital Management LLC | 1.16% | Add +3.8% | 438,100 | $10.9M |
| Truist Financial Corp. | 0.02% | Add +11.7% | 414,800 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +27.7% | 336,526 | $8.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +52.7% | 333,937 | $8.3M |
| Commonwealth Financial Services, LLC | 1.84% | Reduce -0.3% | 312,006 | $7.8M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +9.6% | 307,847 | $7.7M |
| Raymond James & Associates | 0.01% | Add +20.6% | 307,757 | $7.7M |
| Windsor Capital Management, LLC | 2.16% | Add +47.3% | 279,300 | $7.0M |
| Keeler Thomas Management LLC | 2.30% | Add +2.9% | 269,363 | $6.7M |
| PFG Private Wealth Management, LLC | 4.13% | Add +1.6% | 263,347 | $6.6M |
| Peloton Wealth Strategists | 2.65% | Add +5.9% | 258,000 | $6.4M |
| Paradigm, Strategies in Wealth Management, LLC | 3.78% | Reduce -27.4% | 246,091 | $6.1M |
| Arcadia Investment Advisors LLC | 3.37% | Add +0.3% | 236,893 | $5.9M |
| Hamel Associates, Inc. | 1.88% | Add +14.3% | 235,015 | $5.9M |
| Lyell Wealth Management, LP | 0.59% | Add +46.6% | 233,301 | $5.8M |
| Platte River Wealth Advisors, LLC | 1.63% | Add +15.7% | 229,454 | $5.7M |
| CENTRAL TRUST Co | 0.14% | Add +18.5% | 221,594 | $5.5M |
| Sandy Spring Bank | 0.25% | Add +3.5% | 219,494 | $5.5M |
| NewEdge Advisors, LLC | 0.05% | Reduce -61.6% | 218,568 | $5.4M |
| Lido Advisors, LLC | 0.05% | Add +54.0% | 216,001 | $5.4M |
| Captrust Financial Advisors | 0.02% | Add +44.5% | 215,989 | $5.4M |
| MinichMacGregor Wealth Management, LLC | 1.31% | New | 207,755 | $5.1M |
| Snowden Capital Advisors LLC | 0.16% | Add +65.9% | 204,264 | $5.1M |
| Signature Wealth Management Group | 2.27% | Add +0.6% | 203,699 | $5.0M |
| Howland Capital Management LLC | 0.23% | Add +67.1% | 188,993 | $4.7M |
| Marathon Mission, Inc. | 3.68% | Add +2.5% | 187,378 | $4.7M |
| Praetorian Wealth Management, Inc. | 1.20% | Add +3.5% | 179,983 | $4.5M |
| Probity Advisors, Inc. | 0.92% | Add +82.2% | 178,218 | $4.4M |
| IFP Advisors, Inc | 0.19% | Add +5.7% | 174,621 | $4.3M |
| MCF Advisors LLC | 0.30% | Add +4.5% | 156,800 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +43.8% | 155,756 | $3.9M |
| Krilogy Financial LLC | 0.30% | Add +2.9% | 155,376 | $3.9M |
| EP Wealth Advisors, LLC | 0.05% | Add +5.4% | 155,063 | $3.9M |
| Guidance Point Advisors, LLC | 1.30% | Add +4.9% | 154,550 | $3.8M |
| Houlihan Financial Resource Group, Ltd. | 1.70% | Add +35.0% | 152,469 | $3.8M |
| Moneco Advisors, LLC | 0.58% | Add +23.5% | 147,785 | $3.7M |
| Venture Visionary Partners LLC | 0.17% | Add +9.1% | 147,346 | $3.7M |
| Avantax Planning Partners, Inc. | 0.12% | New | 143,343 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +225.8% | 142,930 | $3.6M |
| Matthew Goff Investment Advisor, LLC | 0.70% | Reduce -0.7% | 139,596 | $3.5M |
| Citadel Advisors | 0.00% | New | 139,018 | $3.5M |
| Cherry Tree Wealth Management, LLC | 0.87% | Add +38.0% | 138,902 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -4.9% | 138,528 | $3.4M |
| Great Diamond Partners, LLC | 0.79% | Add +3.0% | 137,261 | $3.4M |
| 4Thought Financial Group Inc. | 2.20% | Add +18.9% | 134,304 | $3.3M |
| Cwm, LLC | 0.02% | Add +16.2% | 132,518 | $3.3M |
| Virginia Wealth Management Group, Inc. | 2.59% | Reduce -2.9% | 127,120 | $3.2M |
| Parallel Advisors, LLC | 0.08% | Add +56.5% | 125,245 | $3.1M |
| Spinnaker Trust | 0.20% | Add +33.3% | 123,053 | $3.1M |
| Evergreen Private Wealth LLC | 1.49% | Add +16.7% | 119,146 | $3.0M |
| CGN Advisors LLC | 0.38% | Reduce -13.3% | 118,982 | $3.0M |
| Harbor Advisory Corp. | 0.93% | Add +24.9% | 110,188 | $2.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.00% | Add +81.8% | 110,168 | $2.7M |
| LFA - Lugano Financial Advisors SA | 1.86% | Add +68.9% | 102,431 | $2.6M |
| Wrapmanager Inc. | 0.71% | Add +5.9% | 101,955 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +1033.7% | 101,666 | $2.5M |
| Kesler, Norman & Wride, LLC | 0.53% | Add +4.2% | 101,127 | $2.5M |
| Precedent Wealth Partners, LLC | 1.06% | Add +19.4% | 99,458 | $2.5M |
| Glenview Trust Co | 0.05% | Add +108.0% | 98,257 | $2.4M |
| FF Advisors,LLC | 1.64% | Add +39.1% | 94,968 | $2.4M |
| LifePlan Financial, LLC | 2.17% | Add +3.8% | 94,941 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +6.7% | 91,667 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.3% | 90,604 | $2.3M |
| Fulton Breakefield Broenniman LLC | 0.17% | Add +23.5% | 89,524 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -80.0% | 87,488 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +67.1% | 87,276 | $2.2M |
| Asset Dedication, LLC | 0.15% | Add +350.2% | 80,910 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.3% | 79,529 | $2.0M |
| Quantum Financial Advisors, LLC | 0.36% | New | 78,617 | $2.0M |
| Laurel Wealth Advisors LLC | 0.32% | Add +41.5% | 74,173 | $1.8M |
| Associated Banc-Corp | 0.06% | Add +12.6% | 74,108 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -34.6% | 72,804 | $1.8M |
| Coldstream Capital Management Inc. | 0.05% | Add +18.8% | 72,492 | $1.8M |
| Kintra Wealth, LLC | 1.24% | Add +5.6% | 67,395 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.2% | 63,513 | $1.6M |
| Instrumental Wealth, LLC | 0.68% | Add +43.7% | 63,119 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.2% | 61,330 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.5% | 60,681 | $1.5M |
| Fortis Capital Management LLC | 0.39% | Reduce -11.3% | 60,034 | $1.5M |
| Global Retirement Partners, LLC | 0.06% | Add +110.1% | 59,799 | $1.5M |
| Meitav Investment House Ltd. | 0.03% | Add +32.4% | 58,996 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +32.0% | 57,980 | $1.4M |
| Scissortail Wealth Management, LLC | 0.38% | Add +6.8% | 57,755 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +17.6% | 56,766 | $1.4M |
| Stonebrook Private Inc. | 0.41% | Add +73.4% | 56,432 | $1.4M |
| Foundation Wealth Management, LLC | 1.13% | Add +8.7% | 55,492 | $1.4M |
| Segment Wealth Management, LLC | 0.10% | Add +28.0% | 54,555 | $1.4M |
| Archford Capital Strategies, LLC | 0.23% | Reduce -0.7% | 54,471 | $1.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.50% | Reduce -1.5% | 50,900 | $1.3M |
| Foundry Financial Group, Inc. | 0.82% | Add +78.5% | 45,917 | $1.1M |
| Valley Wealth Managers, Inc. | 0.08% | Add +23.5% | 45,135 | $1.1M |
| Farmers National Bank | 0.33% | Reduce -0.9% | 44,927 | $1.1M |
| Masso Torrence Wealth Management Inc. | 0.65% | Add +17.8% | 44,193 | $1.1M |
| Crew Capital Management, Ltd | 0.87% | New | 42,849 | $1.1M |
| Little House Capital LLC | 0.35% | Reduce -14.3% | 42,777 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +59.5% | 41,300 | $1.0M |
| Ironwood Financial, llc | 0.24% | Add +18.9% | 41,170 | $1.0M |
| Lincoln National Corp. | 0.02% | Add +107.0% | 41,043 | $1.0M |
| Princeton Global Asset Management LLC | 0.24% | Add +56.3% | 40,125 | $999K |
| Advance Capital Management, Inc. | 0.07% | New | 39,143 | $975K |
| First Fiduciary Investment Counsel, Inc. | 0.20% | Add +83.8% | 38,450 | $958K |
| Leavell Investment Management, Inc. | 0.05% | Add +84.7% | 37,075 | $923K |
| Blue Square Asset Management, LLC | 0.62% | Reduce -1.8% | 36,630 | $912K |
| Leo Wealth, LLC | 0.09% | Add +33.2% | 36,196 | $901K |
| Creative Planning | 0.00% | Add +49.8% | 35,096 | $874K |
| Mendota Financial Group, LLC | 0.51% | Add +54.4% | 34,731 | $865K |
| Beacon Financial Group | 0.09% | Add +51.7% | 32,804 | $817K |
| Benjamin Edwards Inc. | 0.16% | Reduce -5.4% | 32,394 | $807K |
| Thrivent Financial for Lutherans | 0.00% | Add +5.6% | 31,622 | $787K |
| Baron Silver Stevens Financial Advisors, LLC | 0.15% | Add +11.7% | 31,592 | $787K |
| McGlone Suttner Wealth Management, Inc. | 0.14% | Add +19.3% | 29,235 | $728K |
| Lee Financial Co | 0.12% | No change | 28,900 | $720K |
| Summit Wealth Partners, LLC | 0.14% | Add +0.1% | 26,987 | $672K |
| Neuberger Berman Group LLC | 0.00% | New | 26,135 | $651K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $648K |
| Granite Harbor Advisors, Inc. | 0.44% | Add +45.3% | 25,933 | $646K |
| First National Trust Co | 0.03% | New | 25,742 | $641K |
| Cabot Wealth Management Inc. | 0.08% | Add +10.3% | 24,146 | $601K |
| Private Advisor Group, LLC | 0.00% | Add +98.5% | 24,086 | $600K |
| Old Mission Capital LLC | 0.01% | New | 24,077 | $600K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.8% | 23,772 | $592K |
| FinTrust Capital Advisors, LLC | 0.11% | Reduce -11.6% | 22,856 | $569K |
| Mutual Advisors, LLC | 0.02% | Add +13.1% | 22,695 | $565K |
| Austin Private Wealth, LLC | 0.06% | Add +87.5% | 22,618 | $559K |
| GAMMA Investing LLC | 0.11% | New | 21,928 | $546K |
| Stokes Family Office, LLC | 0.07% | No change | 21,295 | $530K |
| Safeguard Financial, LLC | 0.17% | Add +74.7% | 21,255 | $529K |
| Stockman Wealth Management, Inc. | 0.09% | Reduce -8.1% | 21,026 | $524K |
| Autumn Glory Partners, LLC | 0.25% | No change | 20,843 | $519K |
| Keystone Wealth Services, LLC | 0.17% | Reduce -15.4% | 20,737 | $516K |
| Northstar Group, Inc. | 0.10% | New | 20,600 | $513K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +43.3% | 20,504 | $511K |
| Mariner, LLC | 0.00% | Add +0.3% | 20,464 | $510K |
| Dearborn Partners LLC | 0.02% | Add +5.3% | 20,452 | $509K |
| Sax Wealth Advisors, LLC | 0.06% | New | 20,333 | $506K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 20,039 | $499K |
| 1900 Wealth Management LLC | 0.05% | No change | 19,938 | $497K |
| Baird Financial Group, Inc. | 0.00% | Add +123.5% | 19,542 | $487K |
| Bradley & Co. Private Wealth Management, LLC | 0.39% | No change | 19,481 | $485K |
| 4J Wealth Management LLC | 0.41% | Add +40.3% | 18,949 | $472K |
| Reliant Wealth Planning | 0.22% | Add +17.2% | 18,660 | $465K |
| BCS Wealth Management | 0.15% | Add +116.1% | 18,593 | $463K |
| Resonant Capital Advisors, LLC | 0.04% | New | 18,392 | $458K |
| Strid Group, LLC | 0.08% | New | 18,217 | $454K |
| Executive Wealth Management, LLC | 0.04% | Add +61.4% | 18,292 | $452K |
| Robinson Smith Wealth Advisors LLC | 0.40% | Add +75.3% | 16,651 | $415K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +14.2% | 16,624 | $414K |
| Ritholtz Wealth Management | 0.01% | Add +9.6% | 15,750 | $392K |
| Smith, Moore & Co. | 0.04% | Add +42.0% | 15,372 | $383K |
| Montecito Bank & Trust | 0.08% | New | 15,319 | $382K |
| Element Wealth, LLC | 0.22% | Add +59.2% | 15,125 | $377K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +35.1% | 15,086 | $376K |
| Journey Advisory Group, LLC | 0.05% | New | 14,900 | $371K |
| Belpointe Asset Management LLC | 0.03% | New | 14,804 | $369K |
| Strata Wealth Advisors, LLC | 0.13% | No change | 14,617 | $364K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 14,614 | $364K |
| Cypress Wealth Services, LLC | 0.08% | No change | 14,427 | $359K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | New | 14,344 | $357K |
| Farther Finance Advisors, LLC | 0.02% | Add +3060.3% | 14,348 | $355K |
| Strategic Blueprint, LLC | 0.03% | New | 14,133 | $352K |
| Bank of New York Mellon Corp | 0.00% | Add +43.5% | 14,057 | $350K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +23.8% | 13,987 | $348K |
| Bank of New Hampshire | 0.09% | Add +45.1% | 13,515 | $337K |
| Roble, Belko & Company, Inc | 0.06% | No change | 13,339 | $332K |
| Private Portfolio Partners LLC | 0.07% | New | 13,300 | $331K |
| Adirondack Trust Co. | 0.13% | Add +24.6% | 12,835 | $320K |
| Comerica Bank | 0.00% | Add +3.7% | 12,526 | $312K |
| Valmark Advisers, Inc. | 0.01% | New | 12,441 | $310K |
| Brookstone Capital Management | 0.01% | New | 12,279 | $306K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,500 | $282K |
| MML Investors Services, LLC | 0.00% | New | 11,274 | $281K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 11,062 | $275K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 10,558 | $263K |
| Old Mission Investment Co LLC | 0.09% | Add +23.6% | 10,550 | $263K |
| Mgo One Seven LLC | 0.01% | Add +0.3% | 10,531 | $262K |
| Anchor Capital Advisors LLC | 0.01% | New | 10,525 | $262K |
| MKT Advisors LLC | 0.14% | Add +2.4% | 10,575 | $259K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 10,285 | $256K |
| REDW Wealth LLC | 0.07% | New | 10,238 | $255K |
| Highland Financial Advisors, LLC | 0.10% | No change | 10,162 | $253K |
| Integrated Advisors Network LLC | 0.01% | New | 10,090 | $251K |
| Morton Capital Management LLC | 0.07% | Add +0.8% | 10,052 | $250K |
| Exchange Capital Management, Inc. | 0.04% | No change | 9,898 | $247K |
| Redwood Financial Network Corp | 0.21% | Add +13.9% | 9,768 | $243K |
| Scotia Capital Inc. | 0.00% | No change | 9,600 | $239K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 9,550 | $238K |
| Iowa State Bank | 0.05% | Reduce -13.3% | 8,907 | $222K |
| Black Swift Group, LLC | 0.06% | New | 8,850 | $220K |
| Atwater Malick LLC | 0.08% | Add +7.4% | 8,664 | $216K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 8,230 | $205K |
| Addison Advisors LLC | 0.06% | Add +22.7% | 6,463 | $161K |
| Wells Financial Advisors INC | 0.09% | No change | 5,560 | $138K |
| Phillips Financial Management, LLC | 0.01% | Add +138.3% | 5,509 | $137K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 5,437 | $135K |
| Bogart Wealth, LLC | 0.01% | Add +12.6% | 5,374 | $134K |
| Barrett & Company, Inc. | 0.06% | Add +57.5% | 5,260 | $131K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,960 | $124K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -3.4% | 4,873 | $121K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 4,630 | $115K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 2,880 | $72K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,842 | $71K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $68K |
| Private Trust Co. NA | 0.01% | Add +3.4% | 2,276 | $57K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 2,238 | $55K |
| Trust Co | 0.01% | New | 2,002 | $50K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 2,000 | $50K |
| Legacy Bridge, LLC | 0.03% | No change | 1,900 | $47K |
| Robbins Farley | 0.02% | No change | 1,804 | $45K |
| NorthRock Partners, LLC | 0.00% | New | 1,740 | $43K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,608 | $40K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 1,601 | $40K |
| Front Row Advisors LLC | 0.01% | No change | 1,600 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.9% | 1,573 | $39K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,400 | $35K |
| Stephens Consulting, LLC | 0.01% | No change | 1,309 | $33K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +186.6% | 1,284 | $32K |
| BlackRock Inc. | 0.00% | Add +2682.6% | 1,280 | $32K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,270 | $32K |
| Citigroup Inc. | 0.00% | New | 1,224 | $30K |
| JPMorgan Chase & Co. | 0.00% | New | 1,185 | $30K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $25K |
| Colonial Trust Co / SC | 0.00% | New | 800 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | New | 753 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 726 | $18K |
| Grove Bank & Trust | 0.00% | No change | 650 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $15K |
| HM Payson & Co. | 0.00% | New | 400 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 393 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 185 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 105 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 88 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 34 | $847 |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is IBDT's weight in each manager's 13F, not the share of iShares Ibonds Dec 2028 ETF the manager owns.