iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q2 2026 (June 30)197holders +10
20new positions
7sold out
1famous investor
$25.58avg. 13F price*
At the end of Q2 2026, 197 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($65.1M), Mercer Global Advisors Inc. ($52.8M) and Clearstead Advisors, LLC ($25.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.5M |
| Exits | 7 | $8.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,609,660 shares bought and 882,330 shares sold, net +727,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Bank of America Corp. | 0.00% | Add +6.1% | 2,545,675 | $65.1M |
| Mercer Global Advisors Inc. | 0.07% | Add +0.4% | 2,063,596 | $52.8M |
| Clearstead Advisors, LLC | 0.24% | Add +2.6% | 1,011,284 | $25.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.7% | 760,012 | $19.4M |
| US Bancorp \de | 0.02% | Add +0.9% | 729,690 | $18.7M |
| Heartwood Wealth Advisors LLC | 1.23% | Add +12.1% | 617,758 | $15.8M |
| LBMC Investment Advisors, LLC | 0.81% | Add +3.3% | 577,987 | $14.8M |
| Lido Advisors, LLC | 0.05% | Reduce -1.5% | 550,670 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 543,687 | $13.9M |
| NewEdge Advisors, LLC | 0.04% | Add +7.9% | 532,337 | $13.6M |
| Hills Bank & Trust Co | 0.51% | Add +16.8% | 464,604 | $11.9M |
| Hengehold Capital Management LLC | 0.92% | Add +14.5% | 461,878 | $11.8M |
| LPL Financial LLC | 0.00% | Add +4.6% | 445,124 | $11.4M |
| UBS Group AG | 0.00% | Add +10.2% | 436,913 | $11.2M |
| Kathmere Capital Management, LLC | 0.55% | Add +31.6% | 403,121 | $10.3M |
| Covington Investment Advisors Inc. | 1.33% | Add +4.0% | 402,305 | $10.3M |
| Paradiem, LLC | 2.18% | No change | 395,462 | $10.1M |
| Howland Capital Management LLC | 0.35% | Reduce -9.2% | 375,297 | $9.6M |
| Praetorian Wealth Management, Inc. | 1.34% | Reduce -0.5% | 302,556 | $7.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 301,334 | $7.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +9.5% | 298,060 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +9.3% | 284,461 | $7.3M |
| Morgan Stanley | 0.00% | Add +2.2% | 272,284 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.1% | 266,886 | $6.8M |
| United Capital Financial Advisors, LLC | 0.03% | Add +10.4% | 187,694 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 184,153 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.22% | Add +10.1% | 179,513 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -21.6% | 175,777 | $4.5M |
| Sound View Wealth Advisors Group, LLC | 0.26% | Add +2.5% | 164,866 | $4.2M |
| CENTRAL TRUST Co | 0.07% | Reduce -4.7% | 154,066 | $3.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.3% | 145,032 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.3% | 142,123 | $3.6M |
| Leavell Investment Management, Inc. | 0.12% | Add +3.1% | 132,560 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 127,204 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +28.1% | 126,845 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.8% | 123,766 | $3.2M |
| Quantum Financial Advisors, LLC | 0.31% | Reduce -23.2% | 123,149 | $3.2M |
| Cypress Point Wealth Management, LLC | 0.62% | No change | 119,536 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +25.4% | 118,317 | $3.0M |
| Sonata Capital Group Inc. | 0.86% | Add +0.9% | 104,442 | $2.7M |
| Atwater Malick LLC | 0.57% | Add +1.8% | 101,618 | $2.6M |
| Parkway Wealth Management Group, LLC | 0.30% | Add +2.7% | 100,372 | $2.6M |
| Titleist Asset Management, LLC | 0.17% | New | 99,285 | $2.5M |
| Valmark Advisers, Inc. | 0.02% | Add +12.3% | 87,768 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 87,590 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 87,419 | $2.2M |
| Summit Financial, LLC | 0.02% | Add +130.3% | 86,695 | $2.2M |
| MML Investors Services, LLC | 0.00% | New | 82,605 | $2.1M |
| Spinnaker Trust | 0.10% | Add +7.8% | 80,729 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 78,570 | $2.0M |
| Blue Square Asset Management, LLC | 0.77% | Add +1.1% | 74,490 | $1.9M |
| Ellis Investment Partners, LLC | 0.28% | Add +0.0% | 72,148 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.74% | Add +13.3% | 72,126 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -30.3% | 71,357 | $1.8M |
| RIA Advisory Group LLC | 0.40% | Add +25.1% | 70,243 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -6.4% | 68,363 | $1.7M |
| Confluence Investment Management LLC | 0.03% | Reduce -34.8% | 64,602 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -16.0% | 63,025 | $1.6M |
| Brookstone Capital Management | 0.01% | Add +51.8% | 57,736 | $1.5M |
| TRUE Private Wealth Advisors | 0.12% | Add +78.8% | 56,019 | $1.4M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -18.6% | 55,832 | $1.4M |
| Kastel Capital Advisors, LLC | 0.88% | Add +0.1% | 54,340 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.7% | 52,576 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.18% | Add +0.8% | 52,596 | $1.3M |
| Evergreen Private Wealth LLC | 0.49% | Add +0.4% | 51,630 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +115.9% | 50,029 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.68% | Add +5.3% | 49,500 | $1.3M |
| Lantz Financial LLC | 0.23% | Add +4.5% | 49,307 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | No change | 49,154 | $1.3M |
| Envision Financial Planning, LLC | 0.40% | Add +7.5% | 48,131 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Add +2.0% | 46,522 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.8% | 46,358 | $1.2M |
| Rossmore Private Capital | 0.10% | Add +4.5% | 45,940 | $1.2M |
| Summitpoint Capital Management | 1.27% | No change | 45,927 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -0.2% | 43,133 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 42,792 | $1.1M |
| PSI Advisors, LLC | 0.25% | Reduce -46.5% | 42,300 | $1.1M |
| Glenview Trust Co | 0.01% | Add +6.5% | 40,929 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.0% | 40,422 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.3% | 40,217 | $1.0M |
| Legacy Private Trust Co. | 0.06% | No change | 39,523 | $1.0M |
| EP Wealth Advisors, LLC | 0.00% | New | 37,858 | $968K |
| Crews Bank & Trust | 0.13% | No change | 37,621 | $962K |
| Jacobi Capital Management LLC | 0.05% | New | 36,927 | $945K |
| IHT Wealth Management, LLC | 0.02% | Add +35.4% | 36,736 | $940K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 35,234 | $901K |
| Baird Financial Group, Inc. | 0.00% | No change | 35,000 | $895K |
| Curbstone Financial Management Corp | 0.15% | Reduce -0.4% | 34,800 | $890K |
| Gryphon Financial Partners LLC | 0.08% | No change | 34,485 | $882K |
| Wick Capital Partners, LLC | 0.13% | No change | 33,664 | $861K |
| Members Wealth LLC | 0.47% | Add +115.8% | 33,385 | $854K |
| Heffernan Advisory, Inc. | 0.71% | No change | 33,148 | $848K |
| First National Trust Co | 0.03% | Reduce -13.4% | 32,552 | $833K |
| Regions Financial Corp. | 0.00% | Add +15.6% | 32,371 | $828K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | Add +0.1% | 31,969 | $818K |
| IFP Advisors, Inc | 0.01% | Add +20.4% | 31,772 | $813K |
| Aspen Wealth Management LLC | 0.14% | Reduce -29.9% | 31,435 | $804K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.3% | 31,400 | $803K |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 30,228 | $773K |
| Parallel Advisors, LLC | 0.01% | Add +2.7% | 29,923 | $765K |
"% of holder's portfolio" is IBMQ's weight in each manager's 13F, not the share of iShares Ibonds Dec 2028 Muni the manager owns.