iShares Ibonds Oct 2031 TTIBIHETF

13F holders, Q3 2024 (September 30)
5holders −2
0new positions
2sold out
$26.38avg. 13F price*

At the end of Q3 2024, 5 institutions reported holding iShares Ibonds Oct 2031 TT (IBIH) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Quantum Financial Advisors, LLC ($3.6M), Yoder Wealth Management, Inc. ($1.3M) and Flow Traders U.S. LLC ($926K).

Company
iShares Ibonds Oct 2031 TT
CUSIP
46438G877
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 4Q1 2024Q2 2024: 7Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 8Q1 2025Q2 2025: 11Q2 2025Q3 2025: 12Q3 2025Q4 2025: 14Q4 2025Q1 2026: 17Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits2$1.9M

All 13F filers, Q2 2024 → Q3 2024: 33,730 shares bought and 74,240 shares sold, net −40,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Quantum Financial Advisors, LLC 0.57% Add +6.0% 138,009 $3.6M
Yoder Wealth Management, Inc. 0.78% Add +27.2% 49,529 $1.3M
Flow Traders U.S. LLC 0.05% Add +77.7% 35,096 $926K
ARK & TLK Investments, LLC 0.18% No change 18,684 $493K
UBS Group AG 0.00% Reduce -75.0% 1 $26

"% of holder's portfolio" is IBIH's weight in each manager's 13F, not the share of iShares Ibonds Oct 2031 TT the manager owns.