iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q2 2026 (June 30)197holders +10
20new positions
7sold out
1famous investor
$25.58avg. 13F price*
At the end of Q2 2026, 197 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($65.1M), Mercer Global Advisors Inc. ($52.8M) and Clearstead Advisors, LLC ($25.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.5M |
| Exits | 7 | $8.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,609,660 shares bought and 882,330 shares sold, net +727,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 197 holders
| Bank of America Corp. | 0.00% | Add +6.1% | 2,545,675 | $65.1M |
| Mercer Global Advisors Inc. | 0.07% | Add +0.4% | 2,063,596 | $52.8M |
| Clearstead Advisors, LLC | 0.24% | Add +2.6% | 1,011,284 | $25.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -5.7% | 760,012 | $19.4M |
| US Bancorp \de | 0.02% | Add +0.9% | 729,690 | $18.7M |
| Heartwood Wealth Advisors LLC | 1.23% | Add +12.1% | 617,758 | $15.8M |
| LBMC Investment Advisors, LLC | 0.81% | Add +3.3% | 577,987 | $14.8M |
| Lido Advisors, LLC | 0.05% | Reduce -1.5% | 550,670 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 543,687 | $13.9M |
| NewEdge Advisors, LLC | 0.04% | Add +7.9% | 532,337 | $13.6M |
| Hills Bank & Trust Co | 0.51% | Add +16.8% | 464,604 | $11.9M |
| Hengehold Capital Management LLC | 0.92% | Add +14.5% | 461,878 | $11.8M |
| LPL Financial LLC | 0.00% | Add +4.6% | 445,124 | $11.4M |
| UBS Group AG | 0.00% | Add +10.2% | 436,913 | $11.2M |
| Kathmere Capital Management, LLC | 0.55% | Add +31.6% | 403,121 | $10.3M |
| Covington Investment Advisors Inc. | 1.33% | Add +4.0% | 402,305 | $10.3M |
| Paradiem, LLC | 2.18% | No change | 395,462 | $10.1M |
| Howland Capital Management LLC | 0.35% | Reduce -9.2% | 375,297 | $9.6M |
| Praetorian Wealth Management, Inc. | 1.34% | Reduce -0.5% | 302,556 | $7.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 301,334 | $7.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +9.5% | 298,060 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +9.3% | 284,461 | $7.3M |
| Morgan Stanley | 0.00% | Add +2.2% | 272,284 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.1% | 266,886 | $6.8M |
| United Capital Financial Advisors, LLC | 0.03% | Add +10.4% | 187,694 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 184,153 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.22% | Add +10.1% | 179,513 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -21.6% | 175,777 | $4.5M |
| Sound View Wealth Advisors Group, LLC | 0.26% | Add +2.5% | 164,866 | $4.2M |
| CENTRAL TRUST Co | 0.07% | Reduce -4.7% | 154,066 | $3.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.3% | 145,032 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.3% | 142,123 | $3.6M |
| Leavell Investment Management, Inc. | 0.12% | Add +3.1% | 132,560 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 127,204 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +28.1% | 126,845 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.8% | 123,766 | $3.2M |
| Quantum Financial Advisors, LLC | 0.31% | Reduce -23.2% | 123,149 | $3.2M |
| Cypress Point Wealth Management, LLC | 0.62% | No change | 119,536 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +25.4% | 118,317 | $3.0M |
| Sonata Capital Group Inc. | 0.86% | Add +0.9% | 104,442 | $2.7M |
| Atwater Malick LLC | 0.57% | Add +1.8% | 101,618 | $2.6M |
| Parkway Wealth Management Group, LLC | 0.30% | Add +2.7% | 100,372 | $2.6M |
| Titleist Asset Management, LLC | 0.17% | New | 99,285 | $2.5M |
| Valmark Advisers, Inc. | 0.02% | Add +12.3% | 87,768 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 87,590 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 87,419 | $2.2M |
| Summit Financial, LLC | 0.02% | Add +130.3% | 86,695 | $2.2M |
| MML Investors Services, LLC | 0.00% | New | 82,605 | $2.1M |
| Spinnaker Trust | 0.10% | Add +7.8% | 80,729 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 78,570 | $2.0M |
| Blue Square Asset Management, LLC | 0.77% | Add +1.1% | 74,490 | $1.9M |
| Ellis Investment Partners, LLC | 0.28% | Add +0.0% | 72,148 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.74% | Add +13.3% | 72,126 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -30.3% | 71,357 | $1.8M |
| RIA Advisory Group LLC | 0.40% | Add +25.1% | 70,243 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -6.4% | 68,363 | $1.7M |
| Confluence Investment Management LLC | 0.03% | Reduce -34.8% | 64,602 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -16.0% | 63,025 | $1.6M |
| Brookstone Capital Management | 0.01% | Add +51.8% | 57,736 | $1.5M |
| TRUE Private Wealth Advisors | 0.12% | Add +78.8% | 56,019 | $1.4M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -18.6% | 55,832 | $1.4M |
| Kastel Capital Advisors, LLC | 0.88% | Add +0.1% | 54,340 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.7% | 52,576 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.18% | Add +0.8% | 52,596 | $1.3M |
| Evergreen Private Wealth LLC | 0.49% | Add +0.4% | 51,630 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +115.9% | 50,029 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.68% | Add +5.3% | 49,500 | $1.3M |
| Lantz Financial LLC | 0.23% | Add +4.5% | 49,307 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | No change | 49,154 | $1.3M |
| Envision Financial Planning, LLC | 0.40% | Add +7.5% | 48,131 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Add +2.0% | 46,522 | $1.2M |
| Mariner, LLC | 0.00% | Add +2.8% | 46,358 | $1.2M |
| Rossmore Private Capital | 0.10% | Add +4.5% | 45,940 | $1.2M |
| Summitpoint Capital Management | 1.27% | No change | 45,927 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Reduce -0.2% | 43,133 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 42,792 | $1.1M |
| PSI Advisors, LLC | 0.25% | Reduce -46.5% | 42,300 | $1.1M |
| Glenview Trust Co | 0.01% | Add +6.5% | 40,929 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.0% | 40,422 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.3% | 40,217 | $1.0M |
| Legacy Private Trust Co. | 0.06% | No change | 39,523 | $1.0M |
| EP Wealth Advisors, LLC | 0.00% | New | 37,858 | $968K |
| Crews Bank & Trust | 0.13% | No change | 37,621 | $962K |
| Jacobi Capital Management LLC | 0.05% | New | 36,927 | $945K |
| IHT Wealth Management, LLC | 0.02% | Add +35.4% | 36,736 | $940K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 35,234 | $901K |
| Baird Financial Group, Inc. | 0.00% | No change | 35,000 | $895K |
| Curbstone Financial Management Corp | 0.15% | Reduce -0.4% | 34,800 | $890K |
| Gryphon Financial Partners LLC | 0.08% | No change | 34,485 | $882K |
| Wick Capital Partners, LLC | 0.13% | No change | 33,664 | $861K |
| Members Wealth LLC | 0.47% | Add +115.8% | 33,385 | $854K |
| Heffernan Advisory, Inc. | 0.71% | No change | 33,148 | $848K |
| First National Trust Co | 0.03% | Reduce -13.4% | 32,552 | $833K |
| Regions Financial Corp. | 0.00% | Add +15.6% | 32,371 | $828K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | Add +0.1% | 31,969 | $818K |
| IFP Advisors, Inc | 0.01% | Add +20.4% | 31,772 | $813K |
| Aspen Wealth Management LLC | 0.14% | Reduce -29.9% | 31,435 | $804K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.3% | 31,400 | $803K |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 30,228 | $773K |
| Parallel Advisors, LLC | 0.01% | Add +2.7% | 29,923 | $765K |
| Goldman Sachs Group Inc. | 0.00% | New | 29,796 | $762K |
| Financial Advisory Corp | 0.10% | Add +4.2% | 29,511 | $755K |
| WJ Wealth Management, LLC | 0.29% | Reduce -2.0% | 28,885 | $739K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.4% | 28,799 | $737K |
| 10Elms LLP | 0.32% | Add +33.2% | 28,060 | $718K |
| Silverlake Wealth Management LLC | 0.14% | Add +16.2% | 27,739 | $710K |
| Jones Financial Companies LLLP | 0.00% | Add +50.9% | 27,300 | $698K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 26,027 | $666K |
| Paradigm, Strategies in Wealth Management, LLC | 0.38% | Add +8.7% | 24,511 | $627K |
| Creative Planning | 0.00% | Reduce -21.4% | 24,229 | $620K |
| FF Advisors,LLC | 0.23% | Reduce -7.6% | 23,867 | $611K |
| Modern Wealth Management, LLC | 0.01% | Reduce -29.6% | 23,394 | $598K |
| Smith, Moore & Co. | 0.04% | Add +9.4% | 23,077 | $590K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -15.1% | 22,962 | $586K |
| Janney Montgomery Scott LLC | 0.00% | Add +53.5% | 22,586 | $578K |
| Gould Asset Management LLC | 0.09% | Add +4.6% | 22,565 | $577K |
| Newman Dignan & Sheerar, Inc. | 0.11% | No change | 22,563 | $577K |
| Droms Strauss Advisors Inc. /Mo/ | 0.13% | Add +29.9% | 22,268 | $570K |
| Cove Private Wealth, LLC | 0.11% | New | 22,000 | $563K |
| OneAscent Financial Services LLC | 0.03% | New | 21,962 | $562K |
| Beto Financial Group, LLC | 0.29% | New | 21,916 | $560K |
| Strid Group, LLC | 0.06% | No change | 21,500 | $550K |
| TPG Advisors LLC | 0.30% | Add +60.8% | 21,049 | $538K |
| Carnegie Investment Counsel | 0.01% | New | 20,100 | $514K |
| Sovereign Financial Group, Inc. | 0.08% | No change | 19,561 | $500K |
| Postrock Partners LLC | 0.20% | Add +11.3% | 19,181 | $491K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.9% | 19,153 | $490K |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.4% | 18,903 | $483K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 18,323 | $469K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +57.4% | 17,997 | $460K |
| Jim Saulnier & Associates, LLC | 0.18% | Add +24.9% | 17,321 | $443K |
| PFG Private Wealth Management, LLC | 0.19% | Reduce -1.2% | 17,165 | $439K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -21.2% | 16,914 | $433K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 15,750 | $403K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.0% | 14,707 | $375K |
| WealthBridge Capital Management, LLC | 0.07% | Add +3.6% | 14,609 | $374K |
| MV Capital Management, Inc. | 0.03% | No change | 14,375 | $368K |
| Avail Investment Partners, LLC | 0.28% | Reduce -68.5% | 14,156 | $362K |
| Investment Research Partners LLC | 0.12% | Reduce -68.5% | 14,156 | $362K |
| Passive Capital Management, LLC. | 0.11% | No change | 13,803 | $353K |
| James Investment Research, Inc. | 0.04% | No change | 13,800 | $353K |
| Fifth Third Bancorp | 0.00% | No change | 13,533 | $346K |
| Peloton Wealth Strategists | 0.13% | No change | 13,000 | $333K |
| Balefire, LLC | 0.05% | No change | 12,843 | $329K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 12,459 | $319K |
| Citadel Advisors | 0.00% | Reduce -48.1% | 11,918 | $305K |
| Trust Co | 0.03% | No change | 11,788 | $302K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -23.0% | 11,345 | $290K |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | New | 11,073 | $283K |
| Heritage Family Offices, LLP | 0.11% | New | 11,073 | $283K |
| Moneco Advisors, LLC | 0.02% | No change | 10,933 | $280K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 10,112 | $259K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -23.7% | 9,740 | $249K |
| Klingman & Associates, LLC | 0.01% | Reduce -23.6% | 9,620 | $246K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,500 | $243K |
| Arrow Financial Corp | 0.02% | No change | 9,448 | $242K |
| Accretive Wealth Partners, LLC | 0.06% | Reduce -11.2% | 9,424 | $241K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,086 | $232K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -1.7% | 9,055 | $232K |
| Arax Advisory Partners | 0.00% | New | 8,886 | $227K |
| Private Trust Co. NA | 0.02% | No change | 8,809 | $225K |
| Meridian Wealth Management, LLC | 0.01% | New | 8,687 | $222K |
| Princeton Global Asset Management LLC | 0.03% | Add +83.4% | 8,633 | $221K |
| HORAN Wealth, LLC | 0.03% | No change | 8,495 | $217K |
| ArborFi Advisors, LLC | 0.15% | No change | 8,282 | $212K |
| Composition Wealth, LLC | 0.00% | New | 8,271 | $212K |
| Nestegg Advisors, Inc. | 0.15% | Add +0.6% | 8,264 | $211K |
| Beaumont Asset Management, L.L.C. | 0.08% | No change | 8,030 | $205K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,819 | $200K |
| CNB Bank | 0.08% | No change | 7,637 | $195K |
| Elequin Capital, LP | 0.03% | New | 7,228 | $185K |
| Hughes Financial Services, LLC | 0.02% | Add +11.8% | 6,761 | $173K |
| FMR LLC | 0.00% | Add +385.8% | 6,378 | $163K |
| Key Financial Inc | 0.02% | New | 5,200 | $133K |
| Bank of New Hampshire | 0.02% | Reduce -21.0% | 3,770 | $96K |
| Addison Advisors LLC | 0.04% | Add +237.7% | 3,360 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,028 | $77K |
| Community Financial Services Group, LLC | 0.01% | New | 2,939 | $75K |
| Global Retirement Partners, LLC | 0.00% | — | 2,748 | $70K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,738 | $70K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $70K |
| American Capital Advisory, LLC | 0.02% | No change | 2,217 | $57K |
| Bullock Wealth Management Group | 0.02% | Add +0.6% | 2,007 | $51K |
| HM Payson & Co. | 0.00% | No change | 1,949 | $50K |
| Barrett & Company, Inc. | 0.01% | No change | 1,794 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 1,570 | $40K |
| IFG Advisory, LLC | 0.00% | New | 1,555 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -21.9% | 1,026 | $26K |
| MidFirst Bank | 0.00% | No change | 1,000 | $26K |
| Rialto Wealth Management, LLC | 0.00% | No change | 828 | $21K |
| Allworth Financial LP | 0.00% | No change | 813 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 803 | $21K |
| BlackRock, Inc. | 0.00% | Add +293.3% | 590 | $15K |
| NorthAvenue LLC | 0.01% | No change | 387 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 135 | $3K |
| Caldwell Trust Co | 0.00% | No change | 40 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 38 | $972 |
"% 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.