iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q2 2025 (June 30)107holders +11
20new positions
5sold out
$25.26avg. 13F price*
At the end of Q2 2025, 107 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 11 from Q1 2025. 20 opened new positions and 5 sold out. The largest holders were Clearstead Advisors, LLC ($22.3M), Envestnet Asset Management Inc. ($19.7M) and Mercer Global Advisors Inc. ($19.3M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.5M |
| Exits | 5 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,301,214 shares bought and 313,190 shares sold, net +988,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Clearstead Advisors, LLC | 0.31% | Add +3.5% | 882,394 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.5% | 782,044 | $19.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +8.3% | 764,582 | $19.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.2% | 731,392 | $18.5M |
| Bank of America Corp. | 0.00% | Add +32.1% | 514,704 | $13.0M |
| UBS Group AG | 0.00% | Reduce -6.8% | 316,111 | $8.0M |
| Kathmere Capital Management, LLC | 0.54% | Reduce -29.6% | 277,247 | $7.0M |
| US Bancorp \de | 0.01% | Add +65.9% | 252,548 | $6.4M |
| LBMC Investment Advisors, LLC | 0.40% | Add +100.0% | 224,821 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -21.2% | 222,706 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 207,646 | $5.2M |
| Praetorian Wealth Management, Inc. | 1.08% | Add +3.6% | 173,871 | $4.7M |
| LPL Financial LLC | 0.00% | Add +21.5% | 163,219 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +50.1% | 125,777 | $3.2M |
| CENTRAL TRUST Co | 0.07% | Add +7.3% | 124,261 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +344.5% | 122,180 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.74% | No change | 119,718 | $3.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +1.2% | 99,782 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.7% | 98,702 | $2.5M |
| Woodmont Investment Counsel LLC | 0.15% | Add +20.2% | 91,404 | $2.3M |
| Howland Capital Management LLC | 0.09% | Reduce -12.1% | 86,746 | $2.2M |
| Lido Advisors, LLC | 0.01% | Add +14.9% | 83,173 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.7% | 82,917 | $2.1M |
| Confluence Investment Management LLC | 0.03% | Add +544.1% | 79,369 | $2.0M |
| Quantum Financial Advisors, LLC | 0.27% | Add +4.6% | 77,636 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Add +3.5% | 77,309 | $2.0M |
| Morgan Stanley | 0.00% | Add +17.7% | 74,735 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -7.7% | 71,680 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.6% | 68,050 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +43.7% | 56,738 | $1.4M |
| Atlantic Union Bankshares Corp | 0.03% | New | 56,112 | $1.4M |
| Envision Financial Planning, LLC | 0.64% | Add +1.6% | 54,406 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | New | 52,850 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +110.7% | 51,614 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.21% | Add +0.6% | 50,089 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -18.8% | 47,374 | $1.2M |
| Hills Bank & Trust Co | 0.07% | Add +642.0% | 44,380 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +24.2% | 43,419 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.0% | 39,503 | $997K |
| James Investment Research, Inc. | 0.10% | No change | 34,330 | $866K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.3% | 33,918 | $856K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 33,693 | $850K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | No change | 33,100 | $835K |
| Phillips Financial Management, LLC | 0.06% | Add +45.5% | 31,792 | $802K |
| Signature Wealth Management Group | 0.31% | Add +6.8% | 31,576 | $797K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -2.0% | 31,374 | $792K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $782K |
| FF Advisors,LLC | 0.41% | Add +1.3% | 30,996 | $782K |
| Granite Harbor Advisors, Inc. | 0.36% | No change | 30,649 | $773K |
| Blue Square Asset Management, LLC | 0.35% | Reduce -3.0% | 29,296 | $739K |
| Leavell Investment Management, Inc. | 0.03% | Add +108.9% | 28,863 | $728K |
| Cetera Investment Advisers | 0.00% | Add +22.6% | 28,204 | $712K |
| Curbstone Financial Management Corp | 0.14% | New | 27,970 | $706K |
| Assetmark, Inc. | 0.00% | Add +182.8% | 27,338 | $690K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 26,870 | $678K |
| PGIM Custom Harvest LLC | 0.01% | Add +56.7% | 26,421 | $667K |
| Valmark Advisers, Inc. | 0.01% | Add +13.5% | 24,977 | $630K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -0.6% | 24,895 | $628K |
| PFG Private Wealth Management, LLC | 0.30% | No change | 23,445 | $592K |
| Klingman & Associates, LLC | 0.03% | Reduce -0.9% | 22,173 | $559K |
| Partners Wealth Management, LLC | 0.61% | No change | 21,536 | $539K |
| Flow Traders U.S. LLC | 0.02% | New | 21,128 | $533K |
| IFP Advisors, Inc | 0.02% | Add +20.3% | 21,037 | $531K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.2% | 21,037 | $531K |
| Parallel Advisors, LLC | 0.01% | Add +6.0% | 20,880 | $527K |
| 10Elms LLP | 0.55% | Add +1.8% | 19,700 | $497K |
| Crews Bank & Trust | 0.07% | No change | 17,710 | $447K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.5% | 16,833 | $425K |
| Spinnaker Trust | 0.03% | New | 16,450 | $415K |
| Newman Dignan & Sheerar, Inc. | 0.10% | New | 16,414 | $414K |
| Vishria Bird Financial Group, LLC | 0.14% | New | 16,096 | $406K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -7.3% | 15,629 | $394K |
| Paradigm, Strategies in Wealth Management, LLC | 0.24% | Add +55.4% | 14,675 | $370K |
| Mariner, LLC | 0.00% | No change | 14,658 | $370K |
| Smith, Moore & Co. | 0.03% | New | 14,291 | $361K |
| Wrapmanager Inc. | 0.09% | Reduce -4.4% | 14,145 | $357K |
| Trust Co | 0.04% | No change | 13,815 | $349K |
| Leo Wealth, LLC | 0.03% | Add +0.6% | 13,099 | $331K |
| Archford Capital Strategies, LLC | 0.04% | Add +4.9% | 12,871 | $325K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 12,545 | $317K |
| Brookstone Capital Management | 0.00% | Add +22.9% | 11,341 | $286K |
| Precision Wealth Strategies, LLC | 0.08% | New | 10,213 | $258K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,020 | $253K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,720 | $245K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | New | 9,500 | $240K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +13.7% | 9,284 | $234K |
| Private Advisor Group, LLC | 0.00% | New | 9,124 | $230K |
| Meridian Wealth Management, LLC | 0.01% | New | 8,910 | $225K |
| OneAscent Financial Services LLC | 0.02% | Reduce -5.8% | 8,789 | $221K |
| Glenview Trust Co | 0.00% | No change | 8,613 | $217K |
| Rossmore Private Capital | 0.03% | New | 8,571 | $216K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 8,120 | $205K |
| Cary Street Partners Financial LLC | 0.01% | No change | 7,996 | $202K |
| Avantax Planning Partners, Inc. | 0.01% | New | 7,977 | $201K |
| Royal Bank of Canada | 0.00% | Add +1.2% | 6,615 | $167K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3075.0% | 3,048 | $77K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $57K |
| American Capital Advisory, LLC | 0.03% | No change | 2,219 | $56K |
| Cwm, LLC | 0.00% | No change | 2,000 | $50K |
| Barrett & Company, Inc. | 0.02% | New | 1,810 | $46K |
"% of holder's portfolio" is IBMR's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 M BD the manager owns.