iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q3 2024 (September 30)123holders +7
12new positions
4sold out
$25.63avg. 13F price*
At the end of Q3 2024, 123 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 7 from Q2 2024. 12 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($28.7M), Envestnet Asset Management Inc. ($22.2M) and Mercer Global Advisors Inc. ($21.0M).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.0M |
| Exits | 4 | $736K |
All 13F filers, Q2 2024 → Q3 2024: 1,271,273 shares bought and 255,387 shares sold, net +1,015,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Bank of America Corp. | 0.00% | Add +9.1% | 1,119,061 | $28.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.1% | 865,211 | $22.2M |
| Mercer Global Advisors Inc. | 0.05% | Add +5.0% | 821,989 | $21.0M |
| Clearstead Advisors, LLC | 0.33% | Add +2.4% | 818,371 | $21.0M |
| HighTower Advisors, LLC | 0.03% | Add +65.5% | 668,732 | $17.1M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 654,566 | $16.8M |
| US Bancorp \de | 0.02% | Add +9.8% | 636,531 | $16.3M |
| Kathmere Capital Management, LLC | 1.53% | Reduce -8.4% | 634,290 | $16.3M |
| Hengehold Capital Management LLC | 0.97% | Add +4.0% | 399,319 | $10.2M |
| UBS Group AG | 0.00% | Add +1.5% | 371,302 | $9.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.0% | 319,129 | $8.2M |
| Corient Private Wealth LP | 0.01% | Reduce -3.8% | 317,404 | $8.1M |
| Hills Bank & Trust Co | 0.57% | Add +6.7% | 296,489 | $7.6M |
| Heartwood Wealth Advisors LLC | 0.66% | Add +3.9% | 233,253 | $6.0M |
| Praetorian Wealth Management, Inc. | 1.47% | Add +0.0% | 230,399 | $5.9M |
| LPL Financial LLC | 0.00% | Add +8.4% | 226,180 | $5.8M |
| LBMC Investment Advisors, LLC | 0.44% | Add +49.2% | 216,165 | $5.5M |
| Gateway Advisory, LLC | 0.72% | Add +0.3% | 173,421 | $4.4M |
| Howland Capital Management LLC | 0.19% | Add +141.2% | 170,415 | $4.4M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 155,914 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.6% | 138,561 | $3.6M |
| Envision Financial Planning, LLC | 1.82% | Reduce -1.2% | 134,912 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +18.9% | 127,261 | $3.3M |
| CENTRAL TRUST Co | 0.08% | Add +16.2% | 126,025 | $3.2M |
| Cypress Point Wealth Management, LLC | 1.19% | Add +0.6% | 118,606 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 99,925 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +163.8% | 94,700 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.1% | 83,972 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Add +5.0% | 80,981 | $2.1M |
| Woodmont Investment Counsel LLC | 0.14% | Add +35.1% | 73,616 | $1.9M |
| Quantum Financial Advisors, LLC | 0.30% | Add +5.6% | 73,572 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | New | 68,495 | $1.8M |
| Raymond James & Associates | 0.00% | Add +11.9% | 60,322 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +43.5% | 59,370 | $1.5M |
| Crumly & Associates Inc. | 0.40% | Reduce -27.3% | 57,051 | $1.5M |
| Focus Partners Wealth | 0.00% | No change | 55,099 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 50,063 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +0.6% | 49,311 | $1.3M |
| Legacy Private Trust Co. | 0.08% | No change | 48,663 | $1.2M |
| Sandy Spring Bank | 0.05% | Add +8.3% | 45,976 | $1.2M |
| Signature Wealth Management Group | 0.47% | Reduce -3.6% | 45,672 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Add +4.7% | 43,726 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.24% | Add +7.3% | 39,366 | $997K |
| Capital Investment Advisors, LLC | 0.02% | Add +6.6% | 38,861 | $996K |
| Integrated Wealth Concepts LLC | 0.01% | Add +42.0% | 37,678 | $966K |
| WJ Wealth Management, LLC | 0.33% | New | 37,061 | $950K |
| Evergreen Private Wealth LLC | 0.44% | Reduce -1.8% | 36,637 | $939K |
| Glenview Trust Co | 0.02% | No change | 36,400 | $933K |
| Confluence Investment Management LLC | 0.01% | Add +204.3% | 33,636 | $862K |
| Blue Square Asset Management, LLC | 0.45% | Reduce -3.4% | 32,583 | $835K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +0.1% | 31,659 | $811K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -6.3% | 31,298 | $802K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $795K |
| GC Wealth Management RIA, LLC | 0.13% | Add +26.9% | 29,768 | $763K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.5% | 28,205 | $723K |
| Paradigm, Strategies in Wealth Management, LLC | 0.45% | Reduce -11.8% | 27,228 | $698K |
| IFP Advisors, Inc | 0.03% | Reduce -5.3% | 27,115 | $695K |
| Lido Advisors, LLC | 0.01% | Add +105.8% | 26,725 | $685K |
| Benjamin Edwards Inc. | 0.01% | New | 26,249 | $673K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -41.6% | 24,251 | $622K |
| Klingman & Associates, LLC | 0.04% | Reduce -14.3% | 24,262 | $622K |
| Phillips Financial Management, LLC | 0.05% | No change | 23,280 | $597K |
| Leavell Investment Management, Inc. | 0.03% | Add +148.0% | 20,656 | $529K |
| Client 1ST Advisory Group, LLC | 0.20% | No change | 19,920 | $511K |
| Garden State Investment Advisory Services LLC | 0.16% | No change | 19,427 | $498K |
| Spinnaker Trust | 0.03% | Add +5.2% | 19,150 | $491K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -9.5% | 18,489 | $474K |
| Kintra Wealth, LLC | 0.32% | Reduce -12.5% | 18,328 | $470K |
| Valmark Advisers, Inc. | 0.01% | Reduce -11.6% | 17,506 | $449K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.2% | 17,303 | $443K |
| Jane Street Group, LLC | 0.00% | Reduce -72.2% | 16,839 | $432K |
| Exchange Capital Management, Inc. | 0.07% | Add +27.5% | 16,739 | $429K |
| TPG Advisors LLC | 0.33% | Reduce -10.5% | 16,531 | $424K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 16,041 | $411K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -42.6% | 15,759 | $404K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 15,229 | $390K |
| Parallel Advisors, LLC | 0.01% | Add +16.5% | 15,045 | $386K |
| Wrapmanager Inc. | 0.10% | Reduce -3.0% | 15,041 | $386K |
| Mariner, LLC | 0.00% | Add +79.7% | 14,536 | $373K |
| Sanctuary Advisors, LLC | 0.00% | Add +30.0% | 14,694 | $372K |
| Captrust Financial Advisors | 0.00% | Reduce -8.1% | 14,500 | $372K |
| FF Advisors,LLC | 0.24% | Add +29.3% | 14,397 | $366K |
| Private Portfolio Partners LLC | 0.07% | No change | 14,200 | $364K |
| First National Trust Co | 0.01% | New | 13,840 | $355K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -2.2% | 13,200 | $338K |
| Granite Harbor Advisors, Inc. | 0.20% | New | 13,195 | $338K |
| Peloton Wealth Strategists | 0.13% | Add +8.3% | 13,000 | $333K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 12,661 | $325K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -29.1% | 12,474 | $317K |
| Cerity Partners LLC | 0.00% | New | 12,161 | $312K |
| Regions Financial Corp. | 0.00% | Add +1.0% | 11,970 | $307K |
| Commonwealth Financial Services, LLC | 0.06% | Add +10.6% | 11,576 | $296K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.9% | 11,145 | $286K |
| James Investment Research, Inc. | 0.03% | No change | 11,000 | $282K |
| Moneco Advisors, LLC | 0.03% | No change | 10,933 | $280K |
| WealthBridge Capital Management, LLC | 0.08% | New | 10,612 | $272K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,163 | $260K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.2% | 10,000 | $256K |
| STAR Financial Bank | 0.17% | No change | 9,937 | $255K |
| Arrow Financial Corp | 0.02% | No change | 9,448 | $242K |
"% 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.