iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q2 2024 (June 30)116holders +5
12new positions
8sold out
$25.02avg. 13F price*
At the end of Q2 2024, 116 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 5 from Q1 2024. 12 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($25.7M), Envestnet Asset Management Inc. ($20.0M) and Clearstead Advisors, LLC ($20.0M).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $22.0M |
| Exits | 8 | $3.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,533,816 shares bought and 608,995 shares sold, net +924,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Bank of America Corp. | 0.00% | Add +8.5% | 1,025,894 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 800,302 | $20.0M |
| Clearstead Advisors, LLC | 0.34% | New | 799,571 | $20.0M |
| Mercer Global Advisors Inc. | 0.05% | Add +11.4% | 782,580 | $19.6M |
| Kathmere Capital Management, LLC | 1.84% | Add +4.2% | 692,775 | $17.3M |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 633,162 | $15.8M |
| US Bancorp \de | 0.02% | Reduce -1.2% | 579,832 | $14.5M |
| HighTower Advisors, LLC | 0.02% | Add +11.2% | 404,054 | $10.1M |
| Hengehold Capital Management LLC | 1.00% | Add +1.3% | 384,121 | $9.6M |
| UBS Group AG | 0.00% | Add +16.0% | 365,951 | $9.2M |
| Corient Private Wealth LP | 0.01% | Reduce -5.0% | 329,765 | $8.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.2% | 319,207 | $8.0M |
| Hills Bank & Trust Co | 0.56% | Add +0.2% | 277,865 | $7.0M |
| Praetorian Wealth Management, Inc. | 1.48% | Reduce -2.3% | 230,342 | $5.8M |
| Heartwood Wealth Advisors LLC | 0.67% | Add +1.9% | 224,511 | $5.6M |
| LPL Financial LLC | 0.00% | Add +4.0% | 208,577 | $5.2M |
| Gateway Advisory, LLC | 0.73% | Reduce -8.0% | 172,828 | $4.3M |
| Morgan Stanley | 0.00% | Add +0.6% | 162,805 | $4.1M |
| LBMC Investment Advisors, LLC | 0.31% | Add +46.2% | 144,852 | $3.6M |
| Envision Financial Planning, LLC | 2.61% | Add +8.1% | 136,542 | $3.4M |
| Cypress Point Wealth Management, LLC | 1.40% | Add +0.6% | 117,918 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.9% | 115,853 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Add +13.7% | 108,472 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +5.6% | 107,074 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Add +29.7% | 98,781 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.9% | 85,797 | $2.1M |
| Crumly & Associates Inc. | 0.57% | Reduce -67.3% | 78,491 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -0.8% | 77,108 | $1.9M |
| Howland Capital Management LLC | 0.08% | Add +73.6% | 70,650 | $1.8M |
| Quantum Financial Advisors, LLC | 0.31% | Add +1.1% | 69,666 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -48.3% | 60,624 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +40.9% | 55,099 | $1.4M |
| Woodmont Investment Counsel LLC | 0.11% | Add +28.1% | 54,500 | $1.4M |
| Raymond James & Associates | 0.00% | Add +9.0% | 53,910 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -14.0% | 50,248 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.25% | Add +0.6% | 49,025 | $1.2M |
| Legacy Private Trust Co. | 0.09% | No change | 48,663 | $1.2M |
| Signature Wealth Management Group | 0.52% | Add +1.6% | 47,378 | $1.2M |
| Sandy Spring Bank | 0.05% | Add +7.7% | 42,440 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +75.6% | 41,771 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 41,528 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +235.1% | 41,379 | $1.0M |
| Evergreen Private Wealth LLC | 0.46% | Add +2.3% | 37,324 | $934K |
| Newman Dignan & Sheerar, Inc. | 0.24% | No change | 36,676 | $918K |
| Capital Investment Advisors, LLC | 0.02% | Add +18.6% | 36,464 | $912K |
| Glenview Trust Co | 0.02% | Add +11.9% | 36,400 | $911K |
| Stifel Financial Corp. | 0.00% | Add +63.0% | 35,898 | $898K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +111.6% | 34,181 | $855K |
| Blue Square Asset Management, LLC | 0.49% | Reduce -4.9% | 33,732 | $844K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -28.2% | 33,413 | $836K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +0.1% | 31,617 | $791K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $776K |
| Paradigm, Strategies in Wealth Management, LLC | 0.47% | Add +21.2% | 30,879 | $773K |
| IFP Advisors, Inc | 0.03% | Add +0.7% | 28,634 | $716K |
| Klingman & Associates, LLC | 0.05% | Reduce -52.6% | 28,309 | $708K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.6% | 27,447 | $687K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 26,533 | $664K |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.2% | 23,468 | $587K |
| Phillips Financial Management, LLC | 0.05% | Add +34.5% | 23,280 | $582K |
| Kintra Wealth, LLC | 0.37% | Add +16.8% | 20,943 | $524K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.0% | 20,433 | $511K |
| Client 1ST Advisory Group, LLC | 0.21% | No change | 19,920 | $498K |
| Valmark Advisers, Inc. | 0.01% | Add +11.4% | 19,793 | $495K |
| Garden State Investment Advisory Services LLC | 0.17% | Reduce -44.5% | 19,427 | $486K |
| TPG Advisors LLC | 0.39% | — | 18,462 | $462K |
| Spinnaker Trust | 0.03% | Add +5.5% | 18,200 | $455K |
| Archford Capital Strategies, LLC | 0.07% | Add +11.9% | 17,607 | $441K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.3% | 17,261 | $432K |
| Cwm, LLC | 0.00% | Add +6.7% | 17,154 | $429K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.7% | 16,015 | $401K |
| Captrust Financial Advisors | 0.00% | Add +22.3% | 15,770 | $395K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.0% | 15,669 | $392K |
| Wrapmanager Inc. | 0.11% | Reduce -0.8% | 15,504 | $388K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -44.8% | 14,857 | $372K |
| Private Portfolio Partners LLC | 0.29% | No change | 14,200 | $355K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -40.5% | 13,500 | $338K |
| Exchange Capital Management, Inc. | 0.05% | New | 13,129 | $328K |
| Lido Advisors, LLC | 0.00% | Reduce -9.8% | 12,983 | $325K |
| Parallel Advisors, LLC | 0.01% | Add +32.9% | 12,912 | $323K |
| Old Mission Capital LLC | 0.01% | New | 12,786 | $320K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 12,631 | $316K |
| Peloton Wealth Strategists | 0.13% | No change | 12,000 | $300K |
| Regions Financial Corp. | 0.00% | Add +36.9% | 11,856 | $297K |
| Sanctuary Advisors, LLC | 0.00% | — | 11,301 | $283K |
| FF Advisors,LLC | 0.20% | Reduce -48.5% | 11,136 | $279K |
| Confluence Investment Management LLC | 0.00% | Reduce -9.3% | 11,055 | $277K |
| James Investment Research, Inc. | 0.03% | No change | 11,000 | $275K |
| Moneco Advisors, LLC | 0.04% | No change | 10,933 | $274K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,664 | $267K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -20.8% | 10,463 | $262K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,163 | $254K |
| STAR Financial Bank | 0.19% | New | 9,937 | $249K |
| Arrow Financial Corp | 0.02% | No change | 9,448 | $236K |
| PGIM Custom Harvest LLC | 0.01% | New | 8,959 | $224K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.4% | 8,916 | $223K |
| Atwater Malick LLC | 0.07% | New | 8,409 | $210K |
| Leavell Investment Management, Inc. | 0.01% | New | 8,330 | $208K |
| Mariner, LLC | 0.00% | No change | 8,089 | $202K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 8,000 | $200K |
| Signaturefd, LLC | 0.00% | New | 7,977 | $200K |
| Valley National Advisers Inc. | 0.02% | Add +0.6% | 5,723 | $143K |
| Comerica Bank | 0.00% | No change | 5,353 | $134K |
| Bank of New Hampshire | 0.03% | No change | 4,770 | $119K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 2,127 | $53K |
| Asset Dedication, LLC | 0.00% | No change | 2,004 | $50K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -69.0% | 2,000 | $50K |
| Creekmur Asset Management LLC | 0.01% | New | 1,987 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.2% | 1,993 | $50K |
| Allworth Financial LP | 0.00% | No change | 813 | $20K |
| Assetmark, Inc. | 0.00% | New | 375 | $9K |
| Private Trust Co. NA | 0.00% | No change | 337 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $4K |
| BlackRock Inc. | 0.00% | Add +2.1% | 147 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 135 | $3K |
"% 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.