iShares Ibonds Oct 2029 TTIBIFETF

13F holders, Q3 2024 (September 30)
6holders −1
0new positions
1sold out
$26.21avg. 13F price*

At the end of Q3 2024, 6 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($3.8M), Robertson Stephens Wealth Management, LLC ($1.5M) and Flow Traders U.S. LLC ($925K).

Company
iShares Ibonds Oct 2029 TT
CUSIP
46438G802
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 6Q1 2024Q2 2024: 7Q2 2024Q3 2024: 6Q3 2024Q4 2024: 10Q4 2024Q1 2025: 15Q1 2025Q2 2025: 14Q2 2025Q3 2025: 19Q3 2025Q4 2025: 19Q4 2025Q1 2026: 24Q1 2026Q2 2026: 26Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits1$827K

All 13F filers, Q2 2024 → Q3 2024: 35,816 shares bought and 37,634 shares sold, net −1,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Quantum Financial Advisors, LLC 0.60% Add +8.8% 145,849 $3.8M
Robertson Stephens Wealth Management, LLC 0.06% Add +18.0% 58,308 $1.5M
Flow Traders U.S. LLC 0.05% Add +74.6% 35,284 $925K
Jane Street Group, LLC 0.00% Reduce -13.9% 34,312 $899K
ARK & TLK Investments, LLC 0.17% No change 18,023 $472K
Jim Saulnier & Associates, LLC 0.30% — 11,692 $306K

"% of holder's portfolio" is IBIF's weight in each manager's 13F, not the share of iShares Ibonds Oct 2029 TT the manager owns.