iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q2 2025 (June 30)155holders +13
22new positions
6sold out
$25.41avg. 13F price*
At the end of Q2 2025, 155 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 13 from Q1 2025. 22 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($52.6M), Clearstead Advisors, LLC ($22.7M) and Mercer Global Advisors Inc. ($21.8M).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.4M |
| Exits | 6 | $2.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,594,441 shares bought and 624,173 shares sold, net +970,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Bank of America Corp. | 0.00% | Add +7.5% | 2,070,507 | $52.6M |
| Clearstead Advisors, LLC | 0.32% | Add +3.4% | 891,719 | $22.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +13.8% | 856,888 | $21.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 841,032 | $21.4M |
| US Bancorp \de | 0.02% | Add +7.4% | 734,646 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.7% | 653,576 | $16.6M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 454,319 | $11.5M |
| NewEdge Advisors, LLC | 0.06% | Add +2.3% | 434,996 | $11.1M |
| Hengehold Capital Management LLC | 0.90% | Add +3.2% | 386,615 | $9.8M |
| Hills Bank & Trust Co | 0.61% | Add +15.5% | 382,180 | $9.7M |
| LBMC Investment Advisors, LLC | 0.68% | Add +17.2% | 375,752 | $9.5M |
| Howland Capital Management LLC | 0.35% | Add +1.7% | 338,675 | $8.6M |
| UBS Group AG | 0.00% | Reduce -8.0% | 335,095 | $8.5M |
| Covington Investment Advisors Inc. | 1.12% | Add +9.3% | 308,365 | $7.8M |
| Kathmere Capital Management, LLC | 0.59% | Reduce -45.7% | 301,088 | $7.7M |
| LPL Financial LLC | 0.00% | Add +2.4% | 265,242 | $6.7M |
| Heartwood Wealth Advisors LLC | 0.67% | Add +0.1% | 252,883 | $6.4M |
| Praetorian Wealth Management, Inc. | 1.42% | Add +1.3% | 242,261 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -35.9% | 239,730 | $6.1M |
| Stifel Financial Corp. | 0.00% | Add +80.6% | 193,861 | $4.9M |
| Morgan Stanley | 0.00% | Add +5.8% | 192,905 | $4.9M |
| Lido Advisors, LLC | 0.03% | Add +10.0% | 185,542 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.7% | 185,252 | $4.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +4.9% | 181,110 | $4.6M |
| CENTRAL TRUST Co | 0.09% | Add +0.8% | 151,130 | $3.8M |
| Cypress Point Wealth Management, LLC | 0.74% | No change | 119,536 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +91.7% | 117,601 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.2% | 115,028 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 113,132 | $2.9M |
| Sound View Wealth Advisors Group, LLC | 0.21% | Add +26.6% | 112,390 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.1% | 107,202 | $2.7M |
| Confluence Investment Management LLC | 0.04% | Add +200.3% | 98,908 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +138.0% | 97,842 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -9.7% | 97,284 | $2.5M |
| Woodmont Investment Counsel LLC | 0.16% | Add +17.1% | 95,929 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 92,733 | $2.4M |
| Quantum Financial Advisors, LLC | 0.30% | Add +5.1% | 87,204 | $2.2M |
| Envision Financial Planning, LLC | 1.00% | Reduce -6.0% | 84,482 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +2.4% | 83,958 | $2.1M |
| Legacy Private Trust Co. | 0.13% | No change | 82,149 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | New | 81,923 | $2.1M |
| Benjamin Edwards Inc. | 0.03% | Add +150.6% | 81,830 | $2.1M |
| Atlantic Union Bankshares Corp | 0.04% | New | 63,186 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +3.3% | 62,843 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 62,636 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +11.4% | 59,642 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Add +13.2% | 58,555 | $1.5M |
| Spinnaker Trust | 0.08% | Add +13.5% | 54,020 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.22% | Add +0.6% | 51,221 | $1.3M |
| Leavell Investment Management, Inc. | 0.06% | Add +93.2% | 50,439 | $1.3M |
| RIA Advisory Group LLC | 0.37% | Add +9.0% | 49,569 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.28% | No change | 48,256 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Add +106.3% | 48,020 | $1.2M |
| Signature Wealth Management Group | 0.48% | Add +2.0% | 47,520 | $1.2M |
| Evergreen Private Wealth LLC | 0.47% | Add +1.3% | 43,810 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.49% | Reduce -9.4% | 41,059 | $1.0M |
| Cwm, LLC | 0.00% | Add +18.9% | 39,362 | $1.0M |
| WJ Wealth Management, LLC | 0.31% | New | 39,200 | $996K |
| Osaic Holdings, Inc. | 0.00% | Add +16.1% | 36,609 | $930K |
| Glenview Trust Co | 0.02% | No change | 36,400 | $925K |
| Cetera Investment Advisers | 0.00% | Add +42.1% | 34,100 | $866K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | Add +0.1% | 31,789 | $808K |
| Crews Bank & Trust | 0.13% | No change | 31,482 | $800K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -2.0% | 31,217 | $793K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $788K |
| IFP Advisors, Inc | 0.02% | Add +14.4% | 30,559 | $776K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +275.6% | 30,265 | $769K |
| Blue Square Asset Management, LLC | 0.35% | Reduce -3.0% | 29,176 | $741K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.4% | 28,281 | $719K |
| Financial Advisory Corp | 0.11% | New | 27,255 | $693K |
| Regions Financial Corp. | 0.00% | Add +24.2% | 27,089 | $688K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +27.9% | 27,000 | $686K |
| Godshalk Welsh Capital Management, Inc. | 0.40% | Add +128.9% | 25,750 | $654K |
| Gryphon Financial Partners LLC | 0.08% | New | 24,940 | $634K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -0.3% | 24,308 | $618K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 23,464 | $596K |
| Paradigm, Strategies in Wealth Management, LLC | 0.38% | Reduce -16.4% | 22,906 | $582K |
| FF Advisors,LLC | 0.28% | Add +3.7% | 21,309 | $541K |
| Assetmark, Inc. | 0.00% | Add +110.2% | 20,448 | $520K |
| Client 1ST Advisory Group, LLC | 0.18% | No change | 19,920 | $506K |
| Captrust Financial Advisors | 0.00% | Reduce -2.5% | 19,844 | $504K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +14463.0% | 19,660 | $500K |
| 10Elms LLP | 0.54% | No change | 19,160 | $487K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.8% | 19,081 | $485K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.6% | 18,154 | $461K |
| Klingman & Associates, LLC | 0.03% | Reduce -11.5% | 18,088 | $460K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 18,062 | $459K |
| Postrock Partners LLC | 0.20% | Add +26.7% | 16,841 | $428K |
| Parallel Advisors, LLC | 0.01% | Add +7.7% | 16,279 | $414K |
| Vishria Bird Financial Group, LLC | 0.13% | New | 15,929 | $405K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +10.8% | 15,443 | $392K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.7% | 14,809 | $376K |
| Mariner, LLC | 0.00% | No change | 14,536 | $369K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -6.7% | 14,484 | $368K |
| First National Trust Co | 0.01% | Add +4.3% | 14,433 | $367K |
| Smith, Moore & Co. | 0.03% | New | 14,163 | $360K |
| Wrapmanager Inc. | 0.09% | Reduce -4.4% | 13,905 | $353K |
| Rossmore Private Capital | 0.04% | New | 13,887 | $353K |
| James Investment Research, Inc. | 0.04% | Reduce -6.8% | 13,800 | $351K |
| Passive Capital Management, LLC. | 0.11% | No change | 13,803 | $350K |
"% 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.