iShares Ibonds Oct 2029 TTIBIFETF
13F holders, Q4 2024 (December 31)10holders +4
4new positions
1sold out
$25.37avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($4.0M), Robertson Stephens Wealth Management, LLC ($1.6M) and ARK & TLK Investments, LLC ($457K).
- Company
- iShares Ibonds Oct 2029 TT
- CUSIP
- 46438G802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 1 | $925K |
All 13F filers, Q3 2024 → Q4 2024: 57,376 shares bought and 59,369 shares sold, net −1,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Quantum Financial Advisors, LLC | 0.61% | Add +7.6% | 156,925 | $4.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +6.8% | 62,263 | $1.6M |
| ARK & TLK Investments, LLC | 0.16% | No change | 18,023 | $457K |
| BlackRock, Inc. | 0.00% | New | 15,595 | $396K |
| CENTRAL TRUST Co | 0.01% | New | 15,478 | $393K |
| Jim Saulnier & Associates, LLC | 0.26% | Add +1.5% | 11,868 | $301K |
| Park Avenue Securities LLC | 0.00% | New | 10,310 | $262K |
| Jane Street Group, LLC | 0.00% | Reduce -70.2% | 10,227 | $259K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | — | 7,737 | $196K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 786 | $20K |
"% 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.