iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q4 2024 (December 31)257holders +32
34new positions
9sold out
1famous investor
$22.80avg. 13F price*
At the end of Q4 2024, 257 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 32 from Q3 2024. 34 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($127.7M), Aptus Capital Advisors, LLC ($95.8M) and Capital Advisors Inc. ($88.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $136.7M |
| Exits | 9 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 18,110,810 shares bought and 2,208,741 shares sold, net +15,902,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Bank of America Corp. | 0.01% | Add +53.8% | 5,599,326 | $127.7M |
| Aptus Capital Advisors, LLC | 1.14% | Add +32.3% | 4,201,680 | $95.8M |
| Capital Advisors Inc. | 1.77% | Add +6.4% | 3,885,780 | $88.6M |
| Morgan Stanley | 0.01% | Add +31.2% | 3,614,987 | $82.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -22.0% | 3,578,733 | $81.6M |
| Capital Investment Advisors, LLC | 1.25% | Add +13.6% | 2,700,735 | $61.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +11.5% | 2,310,665 | $52.7M |
| Raymond James Financial Inc. | 0.02% | — | 2,137,195 | $48.7M |
| Mercer Global Advisors Inc. | 0.11% | New | 2,065,502 | $47.1M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 1,645,736 | $37.5M |
| UBS Group AG | 0.01% | Add +37.9% | 1,609,953 | $36.7M |
| Woodmont Investment Counsel LLC | 2.59% | Add +11.1% | 1,536,141 | $35.0M |
| Wells Fargo & Company | 0.01% | Add +29.9% | 1,523,735 | $34.7M |
| Sigma Investment Counselors Inc. | 1.94% | New | 1,450,703 | $33.1M |
| Summitry LLC | 1.61% | New | 1,434,449 | $32.7M |
| HighTower Advisors, LLC | 0.04% | Add +9.9% | 1,395,420 | $31.8M |
| Venture Visionary Partners LLC | 1.32% | Add +9.7% | 1,361,733 | $31.0M |
| Klingman & Associates, LLC | 1.85% | Add +5.8% | 1,281,609 | $29.2M |
| Gratus Wealth Advisors, LLC | 4.61% | Add +6449.1% | 1,264,174 | $28.8M |
| Benjamin Edwards Inc. | 0.41% | Add +21.3% | 1,257,084 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +2.3% | 1,153,023 | $26.3M |
| LPL Financial LLC | 0.01% | Add +7.9% | 1,118,363 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.6% | 975,967 | $22.3M |
| RVW Wealth, LLC | 1.73% | Add +1091.5% | 811,880 | $18.5M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +34.0% | 807,921 | $18.4M |
| Advisors Capital Management, LLC | 0.29% | Add +4.5% | 797,381 | $18.2M |
| Kathmere Capital Management, LLC | 1.63% | Reduce -17.8% | 795,473 | $18.1M |
| Sound View Wealth Advisors Group, LLC | 1.32% | Add +6.0% | 716,958 | $16.3M |
| NewEdge Advisors, LLC | 0.10% | Reduce -21.9% | 711,852 | $16.2M |
| Seven Springs Wealth Group, LLC | 6.07% | Add +8.4% | 698,211 | $15.9M |
| US Bancorp \de | 0.02% | Reduce -0.3% | 670,667 | $15.3M |
| Lido Advisors, LLC | 0.10% | Add +79.1% | 662,010 | $15.1M |
| MV Capital Management, Inc. | 1.52% | Add +11.2% | 624,403 | $14.2M |
| Arrow Financial Corp | 1.34% | Add +3.6% | 620,143 | $14.1M |
| Howland Capital Management LLC | 0.60% | Add +30.8% | 603,672 | $13.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.1% | 555,710 | $12.7M |
| Envision Financial Planning, LLC | 5.71% | Add +2.5% | 484,635 | $11.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +77.0% | 409,864 | $9.3M |
| Commonwealth Financial Services, LLC | 1.80% | Add +1.6% | 402,589 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +21.9% | 392,459 | $8.9M |
| MCF Advisors LLC | 0.59% | Add +2.3% | 369,874 | $8.4M |
| Probity Advisors, Inc. | 1.61% | Add +34.1% | 366,835 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +619.0% | 355,527 | $8.1M |
| Ironwood Financial, llc | 1.70% | Add +3.1% | 355,134 | $8.1M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +23.4% | 337,174 | $7.7M |
| Lyell Wealth Management, LP | 0.67% | Add +7.1% | 327,578 | $7.5M |
| PFG Private Wealth Management, LLC | 4.01% | Add +3.6% | 309,177 | $7.0M |
| Peloton Wealth Strategists | 2.87% | Add +12.3% | 306,400 | $7.0M |
| Windsor Capital Management, LLC | 2.06% | Add +2.8% | 303,895 | $6.9M |
| Hamel Associates, Inc. | 2.22% | Add +34.0% | 302,422 | $6.9M |
| Guidance Point Advisors, LLC | 1.98% | Add +2.0% | 297,938 | $6.8M |
| CENTRAL TRUST Co | 0.15% | Add +73.1% | 276,410 | $6.3M |
| J.W. Cole Advisors, Inc. | 0.25% | Reduce -9.3% | 270,416 | $6.2M |
| Keeler Thomas Management LLC | 2.19% | Reduce -6.0% | 269,214 | $6.1M |
| Confluence Investment Management LLC | 0.08% | Add +3.3% | 254,736 | $5.8M |
| Parallel Advisors, LLC | 0.12% | Add +25.5% | 241,783 | $5.5M |
| Signature Wealth Management Group | 2.19% | Add +0.8% | 239,060 | $5.5M |
| Sandy Spring Bank | 0.22% | Add +3.8% | 238,086 | $5.4M |
| Arcadia Investment Advisors LLC | 2.93% | Add +2658.0% | 236,253 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 234,991 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.0% | 232,038 | $5.3M |
| Spreng Capital Management, Inc. | 2.36% | Add +6.2% | 231,740 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 1.98% | Add +8.3% | 204,046 | $4.7M |
| Praetorian Wealth Management, Inc. | 1.11% | Add +5.9% | 200,486 | $4.6M |
| IFP Advisors, Inc | 0.15% | Add +101.2% | 198,351 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.47% | Add +5.5% | 197,310 | $4.5M |
| First National Trust Co | 0.16% | Add +177.0% | 192,628 | $4.4M |
| Sabal Trust CO | 0.23% | Add +31.6% | 175,694 | $4.0M |
| Wilkins Miller Wealth Management, LLC | 4.18% | — | 175,421 | $4.0M |
| Snowden Capital Advisors LLC | 0.13% | Add +4.2% | 175,305 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.98% | Add +19.9% | 173,001 | $3.9M |
| Executive Wealth Management, LLC | 0.31% | Add +33.6% | 171,205 | $3.9M |
| 4Thought Financial Group Inc. | 2.37% | Add +5.4% | 167,173 | $3.8M |
| Krilogy Financial LLC | 0.25% | Reduce -4.1% | 165,620 | $3.8M |
| Glenview Trust Co | 0.07% | Add +76.9% | 162,236 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +17.0% | 161,924 | $3.7M |
| LFA - Lugano Financial Advisors SA | 2.35% | Reduce -2.1% | 157,599 | $3.6M |
| Virginia Wealth Management Group, Inc. | 2.18% | New | 154,505 | $3.5M |
| Rebalance, LLC | 0.26% | New | 151,380 | $3.5M |
| Newman Dignan & Sheerar, Inc. | 0.88% | Add +5.0% | 149,849 | $3.4M |
| CGN Advisors LLC | 0.33% | Add +13.1% | 148,504 | $3.4M |
| Sowell Financial Services LLC | 0.17% | New | 145,652 | $3.3M |
| Wrapmanager Inc. | 0.83% | Add +4.3% | 141,695 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.60% | Reduce -0.6% | 141,592 | $3.2M |
| Cwm, LLC | 0.01% | Add +5.3% | 139,391 | $3.2M |
| Spinnaker Trust | 0.19% | Add +151.3% | 133,891 | $3.1M |
| Precedent Wealth Partners, LLC | 0.97% | Reduce -9.6% | 131,039 | $3.0M |
| Cowa, LLC | 1.40% | Add +58.6% | 126,291 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Add +9.0% | 123,685 | $2.8M |
| Stonebrook Private Inc. | 0.72% | Add +52.2% | 121,279 | $2.8M |
| Marathon Mission, Inc. | 1.88% | Add +3.5% | 120,930 | $2.8M |
| Members Wealth LLC | 2.05% | — | 120,613 | $2.7M |
| STAR Financial Bank | 1.95% | Add +2.5% | 118,527 | $2.7M |
| Leo Wealth, LLC | 0.22% | Add +179.5% | 109,703 | $2.5M |
| LifePlan Financial, LLC | 2.21% | New | 109,647 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -66.6% | 109,566 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 103,672 | $2.4M |
| Moneco Advisors, LLC | 0.23% | Add +4.9% | 97,367 | $2.2M |
| Meitav Investment House Ltd. | 0.04% | Reduce -2.5% | 96,263 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.5% | 94,106 | $2.1M |
| Laurel Wealth Advisors LLC | 0.33% | Add +33.4% | 92,450 | $2.1M |
| Fulton Breakefield Broenniman LLC | 0.15% | Add +24.1% | 89,735 | $2.0M |
| Adirondack Trust Co. | 0.74% | Add +98.0% | 84,629 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | No change | 83,296 | $1.9M |
| Mariner, LLC | 0.00% | Add +3.7% | 82,957 | $1.9M |
| Paradigm, Strategies in Wealth Management, LLC | 1.21% | Reduce -9.3% | 80,274 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | New | 75,433 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.3% | 75,083 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +40.3% | 74,943 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | Add +38.4% | 74,200 | $1.7M |
| Centricity Wealth Management, LLC | 1.57% | — | 73,547 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +28.4% | 73,164 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -2.9% | 71,590 | $1.6M |
| Cabot Wealth Management Inc. | 0.21% | Add +1.0% | 70,914 | $1.6M |
| Cornerstone Planning, LLC | 0.61% | — | 69,598 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +12.9% | 68,680 | $1.6M |
| Seneca House Advisors | 0.62% | Reduce -12.6% | 68,310 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +27.2% | 66,153 | $1.5M |
| Kesler, Norman & Wride, LLC | 0.32% | Add +92.0% | 65,316 | $1.5M |
| Harbor Advisory Corp. | 0.48% | Add +630.5% | 64,649 | $1.5M |
| Allworth Financial LP | 0.01% | Add +279.7% | 64,241 | $1.5M |
| Snider Financial Group | 0.44% | New | 62,984 | $1.4M |
| Safeguard Financial, LLC | 0.30% | Add +27.9% | 61,405 | $1.4M |
| Estate Counselors, LLC | 0.15% | Add +0.2% | 61,359 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +19.9% | 59,227 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.0% | 56,333 | $1.3M |
| Crews Bank & Trust | 0.21% | — | 55,925 | $1.3M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -2.9% | 55,426 | $1.3M |
| Creative Planning | 0.00% | Add +27.7% | 51,349 | $1.2M |
| Journey Advisory Group, LLC | 0.13% | No change | 48,918 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +104.0% | 48,522 | $1.1M |
| Little House Capital LLC | 0.32% | Reduce -11.1% | 48,454 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +56.5% | 48,320 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.38% | Add +2.2% | 48,083 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +67.4% | 47,912 | $1.1M |
| Masso Torrence Wealth Management Inc. | 0.56% | Add +23.7% | 46,839 | $1.1M |
| Beacon Financial Group | 0.11% | Add +26.4% | 42,844 | $977K |
| Cary Street Partners Financial LLC | 0.03% | — | 42,536 | $970K |
| Roble, Belko & Company, Inc | 0.15% | Add +10.2% | 42,420 | $967K |
| Blue Square Asset Management, LLC | 0.46% | New | 40,819 | $931K |
| First Fiduciary Investment Counsel, Inc. | 0.19% | New | 40,690 | $928K |
| Montecito Bank & Trust | 0.16% | Add +16.5% | 40,555 | $925K |
| InvesTrust | 0.25% | — | 39,658 | $905K |
| Camelot Portfolios, LLC | 0.96% | New | 38,843 | $886K |
| Farmers National Bank | 0.26% | — | 38,649 | $881K |
| Penobscot Investment Management Company, Inc. | 0.08% | Add +31.1% | 38,600 | $880K |
| Comerica Bank | 0.00% | Add +37.8% | 36,216 | $826K |
| Oppenheimer & Co. Inc. | 0.01% | Add +34.5% | 35,879 | $818K |
| Truist Financial Corp. | 0.00% | Add +2.0% | 35,144 | $801K |
| Mendota Financial Group, LLC | 0.52% | Reduce -17.3% | 34,929 | $796K |
| Reliant Wealth Planning | 0.37% | Add +38.3% | 34,192 | $780K |
| First Interstate Bank | 0.05% | Add +284.3% | 33,323 | $760K |
| Foundry Financial Group, Inc. | 0.44% | Add +29.3% | 31,409 | $716K |
| Valley Wealth Managers, Inc. | 0.05% | Add +0.2% | 30,925 | $705K |
| BlackRock, Inc. | 0.00% | Add +59949.0% | 30,625 | $698K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.3% | 30,336 | $692K |
| Bank of New Hampshire | 0.18% | Add +112.8% | 30,215 | $689K |
| Brookstone Capital Management | 0.01% | New | 30,180 | $688K |
| Madden Advisory Services, Inc. | 0.31% | New | 29,640 | $676K |
| James Investment Research, Inc. | 0.07% | No change | 27,340 | $623K |
| MML Investors Services, LLC | 0.00% | Add +2.9% | 26,724 | $609K |
| Duncker Streett & Co. Inc. | 0.11% | Add +48.8% | 26,229 | $598K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +27.6% | 26,128 | $596K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $593K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.5% | 24,635 | $562K |
| Granite Harbor Advisors, Inc. | 0.31% | Add +24.8% | 24,259 | $553K |
| Leavell Investment Management, Inc. | 0.03% | Add +30.3% | 23,702 | $540K |
| Jacobi Capital Management LLC | 0.04% | Add +63.2% | 23,138 | $528K |
| Dearborn Partners LLC | 0.02% | New | 22,655 | $517K |
| Jones Financial Companies LLLP | 0.00% | Add +135.1% | 22,417 | $511K |
| 1900 Wealth Management LLC | 0.04% | New | 21,682 | $494K |
| BCS Wealth Management | 0.11% | No change | 20,258 | $462K |
| Resonant Capital Advisors, LLC | 0.03% | New | 18,972 | $433K |
| Kintra Wealth, LLC | 0.30% | Add +42.2% | 18,585 | $424K |
| Bank of Montreal | 0.00% | Add +20.6% | 18,244 | $416K |
| Stokes Family Office, LLC | 0.04% | No change | 17,610 | $402K |
| Autumn Glory Partners, LLC | 0.19% | Add +0.8% | 17,363 | $396K |
| Strid Group, LLC | 0.06% | Add +0.9% | 17,291 | $394K |
| EP Wealth Advisors, LLC | 0.00% | Add +34.2% | 17,289 | $394K |
| Bradley & Co. Private Wealth Management, LLC | 0.25% | — | 17,273 | $394K |
| Ritholtz Wealth Management | 0.01% | No change | 17,225 | $393K |
| Gradient Capital Advisors, LLC | 0.13% | Add +16.1% | 17,077 | $389K |
| Dakota Wealth Management | 0.01% | New | 16,900 | $385K |
| Ancora Advisors LLC | 0.01% | Add +11.7% | 16,565 | $378K |
| Redwood Financial Network Corp | 0.26% | Add +24.0% | 15,485 | $353K |
| Straight Path Wealth Management | 0.14% | Add +8.2% | 15,445 | $352K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +1.6% | 15,406 | $351K |
| Naples Global Advisors, LLC | 0.03% | Add +33.2% | 15,250 | $348K |
| 4J Wealth Management LLC | 0.28% | Add +3.2% | 15,009 | $342K |
| Foundation Wealth Management, LLC | 0.26% | Add +11.4% | 14,893 | $340K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -8.3% | 14,828 | $338K |
| Lee Financial Co | 0.05% | No change | 14,550 | $332K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +18.2% | 14,447 | $329K |
| Kades & Cheifetz LLC | 0.17% | New | 14,441 | $329K |
| Belpointe Asset Management LLC | 0.02% | Add +14.6% | 13,957 | $326K |
| Robinson Smith Wealth Advisors LLC | 0.27% | No change | 14,109 | $322K |
| REDW Wealth LLC | 0.11% | Reduce -27.5% | 13,420 | $306K |
| Austin Private Wealth, LLC | 0.03% | New | 13,319 | $304K |
| Private Portfolio Partners LLC | 0.06% | No change | 13,200 | $301K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2532.3% | 12,793 | $292K |
| HM Payson & Co. | 0.00% | No change | 12,650 | $288K |
| Sightline Wealth Advisors, LLC | 0.15% | New | 12,557 | $286K |
| Element Wealth, LLC | 0.15% | Add +22.6% | 12,165 | $277K |
| Regions Financial Corp. | 0.00% | Add +15.2% | 11,995 | $273K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +1.5% | 11,986 | $273K |
| DecisionMap Wealth Management, LLC | 0.21% | — | 11,878 | $271K |
| Fortis Capital Management LLC | 0.05% | Reduce -45.0% | 11,835 | $270K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.1% | 11,365 | $259K |
| Principal Securities, Inc. | 0.01% | Add +0.0% | 11,319 | $258K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,110 | $253K |
| Addison Advisors LLC | 0.07% | Reduce -4.0% | 10,910 | $249K |
| Scotia Capital Inc. | 0.00% | New | 10,600 | $242K |
| Flow Traders U.S. LLC | 0.01% | New | 10,309 | $235K |
| Yoder Wealth Management, Inc. | 0.12% | No change | 9,765 | $223K |
| Clearstead Advisors, LLC | 0.00% | No change | 9,602 | $219K |
| BridgePort Financial Solutions, LLC | 0.10% | — | 9,198 | $212K |
| Phillips Financial Management, LLC | 0.02% | No change | 9,251 | $211K |
| GTS Securities LLC | 0.01% | New | 9,133 | $208K |
| 10Elms LLP | 0.22% | — | 7,800 | $178K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | Add +37.9% | 7,526 | $172K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,600 | $150K |
| Bogart Wealth, LLC | 0.01% | No change | 6,507 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +26.4% | 5,538 | $126K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.9% | 4,996 | $114K |
| CVA Family Office, LLC | 0.02% | No change | 4,300 | $98K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.8% | 4,260 | $97K |
| Wells Financial Advisors INC | 0.12% | No change | 4,000 | $91K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.2% | 3,332 | $76K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 3,114 | $71K |
| Creekmur Asset Management LLC | 0.02% | No change | 3,088 | $70K |
| Barrett & Company, Inc. | 0.03% | Add +200.0% | 3,000 | $68K |
| Princeton Global Asset Management LLC | 0.01% | Add +513.3% | 2,760 | $63K |
| Evergreen Private Wealth LLC | 0.03% | No change | 2,661 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 2,463 | $56K |
| Trust Co | 0.01% | No change | 2,181 | $50K |
| First United Bank & Trust | 0.02% | New | 2,080 | $47K |
| 2UniFi Bank | 0.03% | — | 1,839 | $42K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 1,567 | $36K |
| Hemington Wealth Management | 0.01% | Add +20.3% | 1,455 | $33K |
| PSI Advisors, LLC | 0.01% | No change | 1,330 | $30K |
| Private Trust Co. NA | 0.00% | No change | 1,326 | $30K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $28K |
| Fifth Third Bancorp | 0.00% | New | 1,210 | $28K |
| Eastern Bank | 0.00% | No change | 875 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.6% | 828 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 800 | $18K |
| Blue Trust, Inc. | 0.00% | New | 774 | $18K |
| Venturi Wealth Management, LLC | 0.00% | New | 717 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 468 | $11K |
| Costello Asset Management, INC | 0.01% | Add +1.6% | 432 | $10K |
| First PREMIER Bank | 0.00% | No change | 329 | $8K |
| Asset Dedication, LLC | 0.00% | Reduce -99.3% | 325 | $7K |
| Logan Capital Management Inc. | 0.00% | No change | 269 | $6K |
| Whittier Trust Co. | 0.00% | New | 103 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 86 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 71 | $2K |
"% 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.