iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q1 2026 (March 31)187holders +9
16new positions
7sold out
1famous investor
$25.53avg. 13F price*
At the end of Q1 2026, 187 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 9 from Q4 2025. 16 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($61.3M), Mercer Global Advisors Inc. ($52.5M) and Clearstead Advisors, LLC ($25.2M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $26.4M |
| Exits | 7 | $888K |
All 13F filers, Q4 2025 → Q1 2026: 2,951,832 shares bought and 2,235,093 shares sold, net +716,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Bank of America Corp. | 0.00% | Add +5.5% | 2,399,611 | $61.3M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -47.3% | 2,055,854 | $52.5M |
| Clearstead Advisors, LLC | 0.23% | Add +2.5% | 985,931 | $25.2M |
| HighTower Advisors, LLC | 0.02% | Add +5.0% | 805,553 | $20.6M |
| US Bancorp \de | 0.02% | Reduce -6.3% | 722,996 | $18.5M |
| LBMC Investment Advisors, LLC | 0.87% | Add +8.0% | 559,681 | $14.3M |
| Lido Advisors, LLC | 0.06% | Add +153.3% | 559,021 | $14.3M |
| Heartwood Wealth Advisors LLC | 1.23% | Add +112.1% | 550,889 | $14.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 530,441 | $13.5M |
| NewEdge Advisors, LLC | 0.05% | Add +1.0% | 493,255 | $12.6M |
| LPL Financial LLC | 0.00% | Add +44.5% | 425,657 | $10.9M |
| Howland Capital Management LLC | 0.42% | Add +0.9% | 413,440 | $10.6M |
| Hengehold Capital Management LLC | 0.90% | Reduce -1.4% | 403,340 | $10.3M |
| Hills Bank & Trust Co | 0.49% | Add +1.7% | 397,905 | $10.2M |
| UBS Group AG | 0.00% | Add +12.1% | 396,434 | $10.1M |
| Paradiem, LLC | 2.22% | New | 395,462 | $10.1M |
| Covington Investment Advisors Inc. | 1.45% | Add +4.1% | 386,630 | $9.9M |
| Kathmere Capital Management, LLC | 0.48% | Reduce -2.2% | 306,416 | $7.8M |
| Praetorian Wealth Management, Inc. | 1.47% | Add +13.7% | 303,912 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 298,680 | $7.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +15.5% | 272,183 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -39.2% | 266,529 | $6.8M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +29.7% | 260,258 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +5.0% | 224,326 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +20.3% | 186,966 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | New | 181,487 | $4.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +28.3% | 170,016 | $4.3M |
| Cyndeo Wealth Partners, LLC | 0.22% | Add +34.1% | 163,013 | $4.2M |
| CENTRAL TRUST Co | 0.08% | Reduce -3.4% | 161,574 | $4.1M |
| Sound View Wealth Advisors Group, LLC | 0.28% | Add +10.2% | 160,924 | $4.1M |
| Quantum Financial Advisors, LLC | 0.46% | Add +25.4% | 160,329 | $4.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +14.3% | 151,478 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.5% | 141,678 | $3.6M |
| Matthew Goff Investment Advisor, LLC | 0.57% | New | 134,643 | $3.4M |
| Leavell Investment Management, Inc. | 0.13% | Add +3.7% | 128,560 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 126,765 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +6.8% | 122,804 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.66% | No change | 119,536 | $3.1M |
| Flow Traders U.S. LLC | 0.08% | Add +1059.9% | 104,648 | $2.7M |
| Sonata Capital Group Inc. | 0.97% | Add +4.1% | 103,460 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Add +4.9% | 102,412 | $2.6M |
| Atwater Malick LLC | 0.69% | Add +4.9% | 99,848 | $2.5M |
| Confluence Investment Management LLC | 0.04% | Add +6.2% | 99,101 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 99,016 | $2.5M |
| Parkway Wealth Management Group, LLC | 0.32% | Add +6.4% | 97,740 | $2.5M |
| Assetmark, Inc. | 0.00% | Add +48.6% | 94,374 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | New | 91,872 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +138.3% | 88,356 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.5% | 84,309 | $2.2M |
| PSI Advisors, LLC | 0.49% | Reduce -27.5% | 79,100 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.5% | 78,206 | $2.0M |
| Valmark Advisers, Inc. | 0.02% | Add +7.2% | 78,180 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +15.7% | 75,005 | $1.9M |
| Spinnaker Trust | 0.11% | Add +14.3% | 74,860 | $1.9M |
| Blue Square Asset Management, LLC | 0.89% | Add +143.3% | 73,666 | $1.9M |
| Atlantic Union Bankshares Corp | 0.04% | Add +1.9% | 73,026 | $1.9M |
| Cwm, LLC | 0.00% | Reduce -5.2% | 72,553 | $1.9M |
| Ellis Investment Partners, LLC | 0.32% | Add +3.5% | 72,128 | $1.8M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -1.4% | 68,619 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.71% | No change | 63,646 | $1.6M |
| RIA Advisory Group LLC | 0.35% | Add +1.7% | 56,139 | $1.4M |
| Kastel Capital Advisors, LLC | 0.85% | No change | 54,269 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -11.7% | 52,956 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.20% | Add +0.4% | 52,167 | $1.3M |
| Evergreen Private Wealth LLC | 0.53% | Add +4.6% | 51,435 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | No change | 49,154 | $1.3M |
| Lantz Financial LLC | 0.25% | Add +9.1% | 47,164 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.70% | Add +33.1% | 47,000 | $1.2M |
| Summitpoint Capital Management | 1.49% | — | 45,927 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +6.7% | 45,618 | $1.2M |
| Mariner, LLC | 0.00% | Add +0.0% | 45,080 | $1.2M |
| Avail Investment Partners, LLC | 1.23% | — | 44,965 | $1.1M |
| Investment Research Partners LLC | 0.47% | New | 44,965 | $1.1M |
| Aspen Wealth Management LLC | 0.23% | Add +4.4% | 44,854 | $1.1M |
| Envision Financial Planning, LLC | 0.41% | Add +2.0% | 44,793 | $1.1M |
| Rossmore Private Capital | 0.10% | Add +30.0% | 43,977 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +4.5% | 43,220 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.1% | 42,838 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.9% | 42,451 | $1.1M |
| Signature Wealth Management Group | 0.41% | Reduce -8.3% | 42,263 | $1.1M |
| Legacy Private Trust Co. | 0.06% | No change | 39,523 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +80.1% | 38,886 | $993K |
| Glenview Trust Co | 0.02% | Add +8.5% | 38,429 | $981K |
| Brookstone Capital Management | 0.01% | Add +15.8% | 38,031 | $971K |
| Summit Financial, LLC | 0.01% | Reduce -20.8% | 37,644 | $961K |
| Crews Bank & Trust | 0.14% | Reduce -0.3% | 37,621 | $960K |
| First National Trust Co | 0.03% | Reduce -2.4% | 37,604 | $960K |
| Wolfstich Capital, LLC | 0.81% | New | 36,753 | $929K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 35,207 | $899K |
| Baird Financial Group, Inc. | 0.00% | No change | 35,000 | $894K |
| Curbstone Financial Management Corp | 0.17% | No change | 34,950 | $892K |
| Gryphon Financial Partners LLC | 0.09% | Add +38.3% | 34,485 | $880K |
| Wick Capital Partners, LLC | 0.16% | Add +65.6% | 33,664 | $859K |
| Modern Wealth Management, LLC | 0.01% | Add +80.9% | 33,234 | $847K |
| Heffernan Advisory, Inc. | 0.79% | No change | 33,148 | $846K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | Add +0.1% | 31,924 | $815K |
| TRUE Private Wealth Advisors | 0.08% | Add +14.2% | 31,321 | $800K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $791K |
| Creative Planning | 0.00% | Add +74.7% | 30,814 | $787K |
| WJ Wealth Management, LLC | 0.35% | Add +4.9% | 29,485 | $753K |
"% 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.