iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q2 2026 (June 30)387holders +3
38new positions
31sold out
$23.16avg. 13F price*
At the end of Q2 2026, 387 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 3 from Q1 2026. 38 opened new positions and 31 sold out. The largest holders were Shufro Rose & Co. LLC ($200.8M), Bank of America Corp. ($176.7M) and Aptus Capital Advisors, LLC ($150.5M).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $36.5M |
| Exits | 31 | $97.7M |
All 13F filers, Q1 2026 → Q2 2026: 14,906,825 shares bought and 6,455,294 shares sold, net +8,451,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Shufro Rose & Co. LLC | 11.55% | Add +117.9% | 8,668,602 | $200.8M |
| Bank of America Corp. | 0.01% | Add +4.3% | 7,630,704 | $176.7M |
| Aptus Capital Advisors, LLC | 1.10% | Add +1.8% | 6,497,005 | $150.5M |
| Morgan Stanley | 0.01% | Reduce -3.1% | 6,487,553 | $150.3M |
| Mercer Global Advisors Inc. | 0.17% | Add +15.1% | 5,791,658 | $134.1M |
| Capital Advisors Inc. | 1.75% | Add +1.1% | 5,140,239 | $119.0M |
| Capital Investment Advisors, LLC | 1.23% | Add +4.4% | 4,035,738 | $93.5M |
| UBS Group AG | 0.01% | Add +5.6% | 3,887,671 | $90.0M |
| Raymond James Financial Inc. | 0.02% | Add +13.5% | 3,599,661 | $83.4M |
| HM Payson & Co. | 0.96% | Add +11.1% | 3,142,337 | $72.8M |
| Lido Advisors, LLC | 0.24% | Reduce -12.7% | 2,852,951 | $66.1M |
| LPL Financial LLC | 0.01% | Add +5.2% | 2,506,686 | $58.1M |
| Royal Bank of Canada | 0.01% | Reduce -2.2% | 2,289,483 | $53.0M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 2,220,273 | $51.4M |
| Summitry LLC | 1.54% | Add +6.1% | 2,022,397 | $46.8M |
| HighTower Advisors, LLC | 0.04% | Add +6.1% | 1,978,091 | $45.8M |
| Sound View Wealth Advisors Group, LLC | 2.72% | Add +7.3% | 1,895,010 | $43.9M |
| Woodmont Investment Counsel LLC | 2.24% | Add +1.1% | 1,771,527 | $41.0M |
| Ameriprise Financial Inc. | 0.01% | Add +48.2% | 1,629,388 | $37.7M |
| Klingman & Associates, LLC | 1.60% | Add +2.6% | 1,622,444 | $37.6M |
| Sigma Investment Counselors Inc. | 1.76% | Add +1.2% | 1,561,416 | $36.2M |
| Gratus Wealth Advisors, LLC | 4.57% | Add +2.7% | 1,550,502 | $35.9M |
| Venture Visionary Partners LLC | 0.96% | Reduce -0.1% | 1,491,364 | $34.5M |
| Meiji Yasuda Life Insurance Co | 1.01% | Add +11.5% | 1,315,000 | $30.5M |
| Summit Financial, LLC | 0.31% | Add +10.4% | 1,229,949 | $28.5M |
| Kathmere Capital Management, LLC | 1.51% | Add +6.0% | 1,224,087 | $28.3M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +3.5% | 1,223,806 | $28.3M |
| RVW Wealth, LLC | 1.85% | Add +5.4% | 1,210,684 | $28.0M |
| Advisors Capital Management, LLC | 0.30% | Add +6.2% | 1,207,209 | $28.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.2% | 1,182,596 | $27.4M |
| Seven Springs Wealth Group, LLC | 5.99% | Reduce -0.2% | 1,161,935 | $26.9M |
| Howland Capital Management LLC | 0.93% | Add +10.1% | 1,118,191 | $25.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +16.2% | 937,764 | $21.7M |
| MV Capital Management, Inc. | 1.81% | Add +1.1% | 880,836 | $20.4M |
| Summit Asset Management, LLC | 2.36% | Add +2.0% | 793,992 | $18.4M |
| Captrust Financial Advisors | 0.03% | Add +17.0% | 764,126 | $17.7M |
| BlackRock, Inc. | 0.00% | Add +20.5% | 740,823 | $17.2M |
| First National Trust Co | 0.56% | Add +8.3% | 715,822 | $16.6M |
| US Bancorp \de | 0.02% | Add +4.0% | 715,219 | $16.6M |
| Arrow Financial Corp | 1.36% | Add +2.2% | 655,962 | $15.2M |
| Ironwood Financial, llc | 2.29% | Add +13.9% | 636,737 | $14.7M |
| Stifel Financial Corp. | 0.01% | Add +9.0% | 613,536 | $14.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.9% | 605,089 | $14.0M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Add +31.9% | 599,061 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.9% | 572,041 | $13.2M |
| Windsor Capital Management, LLC | 3.39% | Add +3.5% | 562,587 | $13.0M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -1.1% | 555,787 | $12.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | Add +9.6% | 552,048 | $12.8M |
| Lyell Wealth Management, LP | 0.78% | Add +8.4% | 546,943 | $12.7M |
| Probity Advisors, Inc. | 1.79% | Add +8.1% | 540,849 | $12.5M |
| Spinnaker Trust | 0.60% | Add +30.7% | 536,924 | $12.4M |
| Ruggaard & Associates LLC | 4.39% | Add +3.3% | 528,717 | $12.2M |
| CENTRAL TRUST Co | 0.22% | Add +7.2% | 517,935 | $12.0M |
| Glenview Trust Co | 0.16% | Add +3.1% | 510,500 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.1% | 485,028 | $11.2M |
| Rebalance, LLC | 0.56% | Add +1.2% | 458,533 | $10.6M |
| Strid Group, LLC | 1.14% | Add +99.8% | 443,780 | $10.3M |
| Parkway Wealth Management Group, LLC | 1.18% | Add +0.7% | 439,736 | $10.2M |
| Peloton Wealth Strategists | 3.59% | Add +2.9% | 405,145 | $9.4M |
| Benjamin Edwards Inc. | 0.09% | Reduce -6.0% | 404,090 | $9.4M |
| Global Retirement Partners, LLC | 0.14% | — | 397,717 | $9.2M |
| First International Bank of Israel Ltd. | 2.49% | No change | 395,000 | $9.1M |
| LBMC Investment Advisors, LLC | 0.46% | Add +19.4% | 367,266 | $8.5M |
| Arcadia Investment Advisors LLC | 3.40% | Add +8.1% | 347,588 | $8.1M |
| Penobscot Investment Management Company, Inc. | 0.55% | Add +30.5% | 343,065 | $7.9M |
| Guidance Point Advisors, LLC | 1.71% | Add +6.0% | 341,567 | $7.9M |
| Parallel Advisors, LLC | 0.11% | Add +12.6% | 313,883 | $7.3M |
| InvesTrust | 2.76% | Add +13.3% | 309,429 | $7.2M |
| Envision Financial Planning, LLC | 2.30% | Add +0.7% | 305,471 | $7.1M |
| Spreng Capital Management, Inc. | 2.51% | New | 298,459 | $6.9M |
| Praetorian Wealth Management, Inc. | 1.19% | Add +2.7% | 297,915 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +43.5% | 286,885 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +4.4% | 279,053 | $6.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +39.2% | 278,417 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -0.9% | 277,601 | $6.4M |
| IFP Advisors, Inc | 0.11% | Add +2.6% | 272,975 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +48.5% | 272,504 | $6.3M |
| Merit Financial Group, LLC | 0.04% | Add +26.0% | 261,657 | $6.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +121.2% | 256,326 | $5.9M |
| Snowden Capital Advisors LLC | 0.14% | Add +16.6% | 255,694 | $5.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.32% | Add +2048.1% | 250,490 | $5.8M |
| Virginia Wealth Management Group, Inc. | 3.06% | Add +25.3% | 249,415 | $5.8M |
| Hamel Associates, Inc. | 1.57% | Reduce -0.4% | 245,615 | $5.7M |
| Apollon Wealth Management, LLC | 0.07% | New | 245,087 | $5.7M |
| Great Diamond Partners, LLC | 0.94% | Add +252.3% | 235,576 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.2% | 235,320 | $5.5M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -2.7% | 233,769 | $5.4M |
| 4Thought Financial Group Inc. | 2.54% | Add +25.1% | 233,473 | $5.4M |
| Houlihan Financial Resource Group, Ltd. | 1.92% | Add +4.3% | 232,703 | $5.4M |
| Winthrop Partners - WNY, LLC | 2.61% | Add +4.4% | 227,803 | $5.3M |
| Krilogy Financial LLC | 0.16% | Add +0.2% | 226,780 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +0.7% | 226,507 | $5.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -12.1% | 217,105 | $5.0M |
| Cherry Tree Wealth Management, LLC | 0.93% | Add +9.5% | 214,268 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +52.0% | 214,164 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +19.3% | 211,817 | $4.9M |
| Regions Financial Corp. | 0.03% | Add +6.1% | 206,396 | $4.8M |
| Members Wealth LLC | 2.57% | Add +10.1% | 202,246 | $4.7M |
| 10Elms LLP | 2.07% | Add +104.4% | 199,139 | $4.6M |
| Sowell Financial Services LLC | 0.15% | Reduce -0.0% | 193,159 | $4.5M |
"% of holder's portfolio" is IBDU's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 Term the manager owns.