iShares Ibonds Oct 2029 TTIBIFETF

13F holders, Q2 2025 (June 30)
14holders −1
1new positions
2sold out
$26.40avg. 13F price*

At the end of Q2 2025, 14 institutions reported holding iShares Ibonds Oct 2029 TT (IBIF) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Quantum Financial Advisors, LLC ($4.9M), Robertson Stephens Wealth Management, LLC ($1.8M) and BlackRock, Inc. ($1.6M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$301K
Exits2$1.3M

All 13F filers, Q1 2025 → Q2 2025: 69,225 shares bought and 64,176 shares sold, net +5,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Quantum Financial Advisors, LLC 0.67% Add +6.0% 186,178 $4.9M
Robertson Stephens Wealth Management, LLC 0.06% Add +13.5% 68,450 $1.8M
BlackRock, Inc. 0.00% Add +76.2% 61,822 $1.6M
CENTRAL TRUST Co 0.02% Add +12.2% 25,419 $671K
ARK & TLK Investments, LLC 0.16% Add +2.7% 18,512 $489K
Creative Planning 0.00% Add +24.5% 14,203 $375K
Park Avenue Securities LLC 0.00% Add +33.7% 12,985 $343K
Jim Saulnier & Associates, LLC 0.22% Add +1.0% 11,987 $317K
MKT Advisors LLC 0.12% New 11,553 $301K
Flow Traders U.S. LLC 0.01% Reduce -51.7% 9,230 $244K
Bradley & Co. Private Wealth Management, LLC 0.06% Reduce -53.7% 3,580 $95K
Steward Partners Investment Advisory, LLC 0.00% Add +229.1% 2,587 $68K
Allworth Financial LP 0.00% No change 1,993 $53K
Osaic Holdings, Inc. 0.00% Add +169.8% 1,686 $45K

"% 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.