iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q1 2025 (March 31)142holders +10
17new positions
5sold out
1famous investor
$25.29avg. 13F price*
At the end of Q1 2025, 142 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 10 from Q4 2024. 17 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($48.7M), Clearstead Advisors, LLC ($21.8M) and Envestnet Asset Management Inc. ($20.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.0M |
| Exits | 5 | $787K |
All 13F filers, Q4 2024 → Q1 2025: 1,286,216 shares bought and 933,249 shares sold, net +352,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Bank of America Corp. | 0.00% | Add +9.8% | 1,926,881 | $48.7M |
| Clearstead Advisors, LLC | 0.34% | Reduce -1.8% | 862,458 | $21.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.8% | 804,339 | $20.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +9.1% | 752,659 | $19.0M |
| HighTower Advisors, LLC | 0.02% | Add +5.6% | 700,645 | $17.7M |
| US Bancorp \de | 0.02% | Reduce -2.8% | 684,065 | $17.3M |
| Kathmere Capital Management, LLC | 1.19% | Reduce -11.6% | 554,311 | $14.0M |
| Wells Fargo & Company | 0.00% | Reduce -29.7% | 433,430 | $11.0M |
| NewEdge Advisors, LLC | 0.06% | Add +14.9% | 425,352 | $10.8M |
| Hengehold Capital Management LLC | 0.90% | Reduce -5.7% | 374,477 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 374,105 | $9.5M |
| UBS Group AG | 0.00% | Add +2.1% | 364,344 | $9.2M |
| Howland Capital Management LLC | 0.38% | Add +11.2% | 332,915 | $8.4M |
| Hills Bank & Trust Co | 0.59% | Add +0.6% | 330,765 | $8.4M |
| LBMC Investment Advisors, LLC | 0.63% | Add +36.4% | 320,704 | $8.1M |
| Covington Investment Advisors Inc. | 1.11% | Add +17.6% | 282,115 | $7.1M |
| LPL Financial LLC | 0.00% | Add +19.9% | 258,931 | $6.5M |
| Heartwood Wealth Advisors LLC | 0.73% | Add +7.5% | 252,745 | $6.4M |
| Praetorian Wealth Management, Inc. | 1.47% | Add +0.3% | 239,142 | $6.0M |
| Morgan Stanley | 0.00% | Reduce -48.9% | 182,277 | $4.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +5.9% | 172,701 | $4.4M |
| Lido Advisors, LLC | 0.03% | Add +240.0% | 168,660 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 164,348 | $4.2M |
| CENTRAL TRUST Co | 0.09% | Add +1.9% | 149,983 | $3.8M |
| Cypress Point Wealth Management, LLC | 0.96% | No change | 119,536 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +75.2% | 111,429 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 109,291 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.18% | Add +21.9% | 107,767 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 107,335 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +18.9% | 107,136 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 93,927 | $2.4M |
| Envision Financial Planning, LLC | 1.16% | Reduce -4.6% | 89,897 | $2.3M |
| Sound View Wealth Advisors Group, LLC | 0.18% | Add +9.7% | 88,754 | $2.2M |
| Quantum Financial Advisors, LLC | 0.31% | Add +6.6% | 82,960 | $2.1M |
| Legacy Private Trust Co. | 0.14% | Add +41.6% | 82,149 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +11.1% | 81,985 | $2.1M |
| Woodmont Investment Counsel LLC | 0.15% | Add +5.1% | 81,909 | $2.1M |
| Sandy Spring Bank | 0.07% | Add +15.1% | 61,833 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 61,358 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +3.3% | 60,857 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +101.4% | 60,659 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.9% | 53,513 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.3% | 51,750 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +0.4% | 50,910 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.33% | Add +22.6% | 48,256 | $1.2M |
| Spinnaker Trust | 0.08% | Add +10.1% | 47,605 | $1.2M |
| Signature Wealth Management Group | 0.46% | Reduce -1.4% | 46,606 | $1.2M |
| RIA Advisory Group LLC | 0.37% | New | 45,464 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.61% | Add +6.1% | 45,314 | $1.1M |
| Evergreen Private Wealth LLC | 0.51% | Add +6.0% | 43,237 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | New | 41,112 | $1.0M |
| Glenview Trust Co | 0.02% | No change | 36,400 | $921K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 34,255 | $866K |
| Corient Private Wealth LP | 0.00% | Reduce -88.7% | 34,149 | $864K |
| Cwm, LLC | 0.00% | Add +12.4% | 33,096 | $837K |
| Confluence Investment Management LLC | 0.01% | Reduce -1.0% | 32,937 | $833K |
| Benjamin Edwards Inc. | 0.01% | Add +7.5% | 32,659 | $826K |
| GC Wealth Management RIA, LLC | 0.15% | Add +3.7% | 31,870 | $806K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +0.1% | 31,745 | $803K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 31,530 | $797K |
| Crews Bank & Trust | 0.14% | Add +5.3% | 31,482 | $796K |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,000 | $784K |
| Blue Square Asset Management, LLC | 0.41% | Reduce -3.0% | 30,076 | $761K |
| Paradigm, Strategies in Wealth Management, LLC | 0.47% | Reduce -1.2% | 27,414 | $693K |
| IFP Advisors, Inc | 0.02% | Reduce -8.7% | 26,721 | $676K |
| Crumly & Associates Inc. | 0.18% | Reduce -52.0% | 26,246 | $664K |
| Leavell Investment Management, Inc. | 0.03% | No change | 26,111 | $660K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -15.7% | 24,386 | $617K |
| Cetera Investment Advisers | 0.00% | Add +44.5% | 23,988 | $607K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +27.4% | 23,389 | $592K |
| Phillips Financial Management, LLC | 0.05% | No change | 23,280 | $589K |
| Citadel Advisors | 0.00% | New | 22,219 | $562K |
| Regions Financial Corp. | 0.00% | Add +5.3% | 21,815 | $552K |
| Nestegg Advisors, Inc. | 0.59% | Reduce -53.8% | 21,801 | $551K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 21,107 | $534K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 21,107 | $534K |
| Klingman & Associates, LLC | 0.03% | Reduce -8.3% | 20,432 | $517K |
| FF Advisors,LLC | 0.30% | Add +25.9% | 20,557 | $517K |
| Captrust Financial Advisors | 0.00% | Add +51.8% | 20,360 | $515K |
| Client 1ST Advisory Group, LLC | 0.20% | No change | 19,920 | $504K |
| 10Elms LLP | 0.57% | Add +26.4% | 19,160 | $485K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.3% | 18,056 | $457K |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.7% | 16,722 | $423K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,041 | $406K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -6.4% | 15,519 | $392K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.2% | 15,119 | $382K |
| James Investment Research, Inc. | 0.05% | No change | 14,800 | $374K |
| Wrapmanager Inc. | 0.10% | Reduce -3.1% | 14,549 | $368K |
| Mariner, LLC | 0.00% | No change | 14,536 | $368K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +25.0% | 13,941 | $353K |
| First National Trust Co | 0.01% | No change | 13,840 | $350K |
| Passive Capital Management, LLC. | 0.11% | New | 13,803 | $349K |
| Trust Co | 0.04% | Add +40.4% | 13,728 | $347K |
| Jim Saulnier & Associates, LLC | 0.27% | New | 13,529 | $342K |
| Postrock Partners LLC | 0.17% | No change | 13,291 | $336K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -43.2% | 13,085 | $331K |
| Peloton Wealth Strategists | 0.14% | No change | 13,000 | $329K |
| Archford Capital Strategies, LLC | 0.05% | No change | 12,474 | $315K |
| Avantax Planning Partners, Inc. | 0.01% | New | 12,460 | $315K |
| WealthBridge Capital Management, LLC | 0.09% | Add +2.1% | 12,052 | $305K |
"% 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.