iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q1 2026 (March 31)384holders +27
53new positions
26sold out
1famous investor
$23.26avg. 13F price*
At the end of Q1 2026, 384 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 27 from Q4 2025. 53 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($170.1M), Morgan Stanley ($155.7M) and Aptus Capital Advisors, LLC ($148.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $41.1M |
| Exits | 26 | $26.7M |
All 13F filers, Q4 2025 → Q1 2026: 15,083,770 shares bought and 3,066,523 shares sold, net +12,017,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Bank of America Corp. | 0.01% | Add +0.1% | 7,313,604 | $170.1M |
| Morgan Stanley | 0.01% | Add +21.5% | 6,692,831 | $155.7M |
| Aptus Capital Advisors, LLC | 1.25% | Reduce -4.2% | 6,381,013 | $148.4M |
| Capital Advisors Inc. | 1.90% | Add +5.9% | 5,083,616 | $118.2M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -10.3% | 5,033,782 | $117.1M |
| Shufro Rose & Co. LLC | 6.31% | Add +4.5% | 3,978,128 | $92.5M |
| Capital Investment Advisors, LLC | 1.31% | Add +3.8% | 3,864,206 | $89.9M |
| UBS Group AG | 0.02% | Add +4.8% | 3,681,557 | $85.6M |
| Lido Advisors, LLC | 0.30% | Add +129.3% | 3,267,016 | $76.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.5% | 3,172,199 | $73.8M |
| HM Payson & Co. | 0.95% | Add +30.8% | 2,827,401 | $65.8M |
| LPL Financial LLC | 0.01% | Add +11.7% | 2,383,159 | $55.4M |
| Royal Bank of Canada | 0.01% | Add +7.3% | 2,340,571 | $54.4M |
| Wells Fargo & Company | 0.01% | Add +1.1% | 2,125,189 | $49.4M |
| Summitry LLC | 1.57% | Add +3.7% | 1,905,503 | $44.3M |
| HighTower Advisors, LLC | 0.05% | Add +5.3% | 1,864,585 | $43.4M |
| Sound View Wealth Advisors Group, LLC | 2.79% | Add +9.5% | 1,766,350 | $41.1M |
| Woodmont Investment Counsel LLC | 2.51% | Add +0.4% | 1,751,750 | $40.7M |
| Klingman & Associates, LLC | 1.78% | Add +2.7% | 1,580,678 | $36.8M |
| Sigma Investment Counselors Inc. | 1.90% | Add +1.9% | 1,543,187 | $35.9M |
| Gratus Wealth Advisors, LLC | 5.08% | Add +6.2% | 1,509,083 | $35.1M |
| Venture Visionary Partners LLC | 1.16% | Add +10.5% | 1,493,666 | $34.7M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +3.3% | 1,182,371 | $27.5M |
| Meiji Yasuda Life Insurance Co | 0.94% | Add +25.7% | 1,179,000 | $27.4M |
| Seven Springs Wealth Group, LLC | 6.38% | Add +1.3% | 1,164,618 | $27.1M |
| Kathmere Capital Management, LLC | 1.66% | Add +11.4% | 1,154,298 | $26.8M |
| RVW Wealth, LLC | 2.08% | Add +8.4% | 1,148,779 | $26.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.5% | 1,146,128 | $26.7M |
| Advisors Capital Management, LLC | 0.31% | Add +3.6% | 1,136,986 | $26.4M |
| Summit Financial, LLC | 0.33% | Add +4.2% | 1,113,705 | $25.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.9% | 1,099,485 | $25.6M |
| Howland Capital Management LLC | 0.93% | Add +4.7% | 1,015,407 | $23.6M |
| Threadgill Financial, LLC | 6.24% | Add +5955.7% | 923,433 | $21.5M |
| MV Capital Management, Inc. | 1.99% | Add +9.6% | 871,158 | $20.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +19.1% | 806,928 | $18.8M |
| Summit Asset Management, LLC | 2.52% | Add +1.2% | 778,230 | $18.1M |
| US Bancorp \de | 0.02% | Add +9.4% | 687,363 | $16.0M |
| First National Trust Co | 0.52% | Add +32.3% | 661,254 | $15.4M |
| Captrust Financial Advisors | 0.03% | Add +10.6% | 653,285 | $15.2M |
| Arrow Financial Corp | 1.50% | Add +6.3% | 641,623 | $14.9M |
| BlackRock, Inc. | 0.00% | Add +59.5% | 615,014 | $14.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.6% | 593,674 | $13.8M |
| Stifel Financial Corp. | 0.01% | Reduce -20.6% | 563,068 | $13.1M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +9.4% | 562,146 | $13.1M |
| Ironwood Financial, llc | 2.27% | Add +4.1% | 559,085 | $13.0M |
| Novem Group | 1.48% | Add +17.2% | 551,506 | $12.8M |
| Windsor Capital Management, LLC | 3.78% | Add +3.6% | 543,324 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.7% | 530,040 | $12.3M |
| Ruggaard & Associates LLC | 4.72% | Add +1.9% | 511,829 | $11.9M |
| Lyell Wealth Management, LP | 0.86% | Add +3.8% | 504,623 | $11.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.51% | Add +22.7% | 503,946 | $11.7M |
| Probity Advisors, Inc. | 1.84% | Add +10.6% | 500,441 | $11.6M |
| Glenview Trust Co | 0.18% | Add +33.3% | 495,075 | $11.5M |
| CENTRAL TRUST Co | 0.22% | Add +10.8% | 483,346 | $11.2M |
| Commonwealth Financial Services, LLC | 1.71% | Add +7.3% | 464,345 | $10.8M |
| Motley Fool Wealth Management, LLC | 1.21% | Reduce -24.5% | 461,783 | $10.7M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +109.8% | 454,359 | $10.6M |
| Rebalance, LLC | 0.61% | Add +4.0% | 453,018 | $10.5M |
| ES4, LLC | 6.80% | New | 452,711 | $10.5M |
| Parkway Wealth Management Group, LLC | 1.28% | Add +11.0% | 436,736 | $10.2M |
| Benjamin Edwards Inc. | 0.10% | Add +2.1% | 430,083 | $10.0M |
| MCF Advisors LLC | 0.43% | Add +14.4% | 424,253 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +97.0% | 414,147 | $9.6M |
| Spinnaker Trust | 0.53% | Add +34.8% | 410,790 | $9.6M |
| First International Bank of Israel Ltd. | 2.70% | Reduce -0.2% | 395,000 | $9.2M |
| Peloton Wealth Strategists | 3.81% | Add +4.8% | 393,645 | $9.2M |
| Citadel Advisors | 0.01% | Add +744.7% | 379,604 | $8.8M |
| Cornerstone Planning, LLC | 1.90% | Add +376.6% | 361,431 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +85.9% | 337,543 | $7.9M |
| Guidance Point Advisors, LLC | 1.82% | Add +2.5% | 322,288 | $7.5M |
| Arcadia Investment Advisors LLC | 3.53% | Add +6.8% | 321,596 | $7.5M |
| Allworth Financial LP | 0.03% | New | 315,742 | $7.3M |
| LBMC Investment Advisors, LLC | 0.44% | Add +12.3% | 307,572 | $7.2M |
| Envision Financial Planning, LLC | 2.55% | Reduce -1.0% | 303,396 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.28% | Add +7.3% | 290,013 | $6.7M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +1.5% | 280,211 | $6.5M |
| Equitable Holdings, Inc. | 0.04% | Add +549.4% | 279,221 | $6.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -0.1% | 278,792 | $6.5M |
| InvesTrust | 2.67% | Add +8.2% | 273,075 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +16.3% | 267,290 | $6.2M |
| IFP Advisors, Inc | 0.13% | Add +12.5% | 265,916 | $6.2M |
| Cwm, LLC | 0.02% | Add +15.6% | 263,881 | $6.1M |
| Penobscot Investment Management Company, Inc. | 0.48% | Add +7.7% | 262,865 | $6.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +0.4% | 246,980 | $5.7M |
| Hamel Associates, Inc. | 1.64% | Add +8.3% | 246,702 | $5.7M |
| Signature Wealth Management Group | 2.17% | Reduce -0.1% | 245,791 | $5.7M |
| Atlantic Union Bankshares Corp | 0.11% | Add +0.4% | 240,181 | $5.6M |
| Krilogy Financial LLC | 0.17% | Add +1.4% | 226,415 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +5.5% | 224,933 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +7.2% | 224,513 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 2.02% | Add +1.9% | 223,165 | $5.2M |
| Strid Group, LLC | 0.64% | Add +55.7% | 222,108 | $5.2M |
| Snowden Capital Advisors LLC | 0.14% | Add +4.9% | 219,212 | $5.1M |
| Winthrop Partners - WNY, LLC | 2.70% | Add +3.9% | 218,202 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.5% | 207,891 | $4.8M |
| Merit Financial Group, LLC | 0.04% | Add +27.9% | 207,637 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +745.4% | 205,230 | $4.8M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 199,905 | $4.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +57.3% | 199,987 | $4.6M |
| Virginia Wealth Management Group, Inc. | 2.48% | Reduce -0.7% | 199,115 | $4.6M |
"% 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.