iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q1 2026 (March 31)130holders +10
19new positions
8sold out
$25.31avg. 13F price*
At the end of Q1 2026, 130 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 10 from Q4 2025. 19 opened new positions and 8 sold out. The largest holders were Mercer Global Advisors Inc. ($43.6M), Bank of America Corp. ($39.0M) and Clearstead Advisors, LLC ($24.8M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $23.9M |
| Exits | 8 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,368,767 shares bought and 910,013 shares sold, net +1,458,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Mercer Global Advisors Inc. | 0.06% | Reduce -17.8% | 1,720,098 | $43.6M |
| Bank of America Corp. | 0.00% | Add +14.0% | 1,537,562 | $39.0M |
| Clearstead Advisors, LLC | 0.23% | Add +2.9% | 979,870 | $24.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.7% | 732,945 | $18.6M |
| LBMC Investment Advisors, LLC | 0.75% | Add +16.2% | 487,494 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +7.7% | 421,348 | $10.7M |
| Paradiem, LLC | 2.21% | New | 396,376 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -0.3% | 383,636 | $9.7M |
| Lido Advisors, LLC | 0.03% | Add +224.4% | 347,339 | $8.8M |
| Covington Investment Advisors Inc. | 1.06% | Add +19.4% | 285,410 | $7.2M |
| Kathmere Capital Management, LLC | 0.43% | Reduce -2.4% | 272,834 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +7.3% | 255,404 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.20% | Add +21.1% | 248,807 | $6.3M |
| LPL Financial LLC | 0.00% | Add +27.0% | 247,224 | $6.3M |
| UBS Group AG | 0.00% | Reduce -24.9% | 224,128 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +43.7% | 220,754 | $5.6M |
| Morgan Stanley | 0.00% | Add +33.7% | 182,626 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | New | 176,991 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 172,241 | $4.4M |
| Howland Capital Management LLC | 0.17% | Add +1.5% | 169,971 | $4.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +28.9% | 168,050 | $4.3M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +282.5% | 160,828 | $4.1M |
| CENTRAL TRUST Co | 0.07% | Reduce -3.1% | 139,794 | $3.5M |
| Coldstream Capital Management Inc. | 0.04% | Add +6.2% | 134,311 | $3.4M |
| Summit Financial, LLC | 0.04% | Reduce -20.1% | 122,731 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +10.7% | 115,133 | $2.9M |
| Matthew Goff Investment Advisor, LLC | 0.48% | New | 124,349 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +53.9% | 112,331 | $2.8M |
| Woodmont Investment Counsel LLC | 0.16% | Reduce -1.0% | 100,204 | $2.5M |
| Parkway Wealth Management Group, LLC | 0.32% | Add +6.6% | 98,024 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +70.2% | 90,368 | $2.3M |
| Assetmark, Inc. | 0.00% | Add +34.5% | 89,220 | $2.3M |
| Leavell Investment Management, Inc. | 0.09% | Add +1.6% | 88,949 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.7% | 88,222 | $2.2M |
| Confluence Investment Management LLC | 0.03% | Add +6.5% | 86,709 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +158.1% | 82,650 | $2.1M |
| Moulton Wealth Management, Inc. | 1.42% | New | 95,473 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.5% | 80,415 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Add +4.4% | 77,269 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +4.3% | 76,593 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +18.2% | 75,766 | $1.9M |
| Ellis Investment Partners, LLC | 0.32% | Add +3.5% | 72,497 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +8.6% | 71,399 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.7% | 69,682 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +3.1% | 69,133 | $1.8M |
| Curbstone Financial Management Corp | 0.32% | Add +9.8% | 66,170 | $1.7M |
| Blue Square Asset Management, LLC | 0.76% | Add +107.1% | 63,187 | $1.6M |
| Spinnaker Trust | 0.09% | Add +35.2% | 61,223 | $1.6M |
| Granite Harbor Advisors, Inc. | 0.68% | No change | 61,038 | $1.5M |
| Hills Bank & Trust Co | 0.07% | Add +4.6% | 54,448 | $1.4M |
| RIA Advisory Group LLC | 0.33% | Add +2.4% | 52,706 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.19% | Add +0.4% | 51,058 | $1.3M |
| FF Advisors,LLC | 0.50% | Reduce -13.9% | 48,289 | $1.2M |
| Rossmore Private Capital | 0.11% | Add +21.5% | 47,037 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.68% | Add +47.0% | 46,000 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +6.7% | 45,855 | $1.2M |
| Envision Financial Planning, LLC | 0.41% | Reduce -3.5% | 44,529 | $1.1M |
| Aspen Wealth Management LLC | 0.22% | No change | 43,233 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +47.3% | 42,729 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -5.4% | 42,068 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +7.9% | 41,522 | $1.1M |
| TRUE Private Wealth Advisors | 0.10% | Add +10.7% | 40,329 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +29.1% | 38,325 | $972K |
| Brookstone Capital Management | 0.01% | Add +15.7% | 38,085 | $965K |
| James Investment Research, Inc. | 0.09% | No change | 33,371 | $846K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | No change | 33,100 | $839K |
| Creative Planning | 0.00% | Add +65.3% | 32,627 | $827K |
| Mariner, LLC | 0.00% | No change | 32,205 | $816K |
| Phillips Financial Management, LLC | 0.06% | No change | 31,792 | $806K |
| Cwm, LLC | 0.00% | Add +33.5% | 31,044 | $787K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $786K |
| Financial Advisory Corp | 0.11% | No change | 30,453 | $772K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.9% | 27,658 | $701K |
| Signature Wealth Management Group | 0.26% | Reduce -13.5% | 27,476 | $697K |
| Parallel Advisors, LLC | 0.01% | Add +18.4% | 27,435 | $695K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -5.8% | 27,238 | $692K |
| IFP Advisors, Inc | 0.01% | Add +8.0% | 26,883 | $681K |
| 10Elms LLP | 0.45% | Add +27.4% | 26,000 | $659K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 25,971 | $658K |
| Members Wealth LLC | 0.38% | Add +37.5% | 25,085 | $638K |
| Silverlake Wealth Management LLC | 0.13% | New | 25,042 | $635K |
| PSI Advisors, LLC | 0.15% | Reduce -53.1% | 23,800 | $603K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -5.6% | 23,564 | $597K |
| JPMorgan Chase & Co. | 0.00% | New | 23,188 | $587K |
| Strid Group, LLC | 0.07% | New | 21,500 | $545K |
| Smith, Moore & Co. | 0.04% | Add +13.6% | 21,054 | $534K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Reduce -8.9% | 20,342 | $516K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.3% | 19,831 | $503K |
| Sonata Capital Group Inc. | 0.18% | New | 19,673 | $499K |
| Sovereign Financial Group, Inc. | 0.09% | New | 19,654 | $498K |
| Crews Bank & Trust | 0.07% | No change | 18,125 | $459K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | Add +2.6% | 17,997 | $456K |
| Atwater Malick LLC | 0.12% | Add +36.7% | 17,481 | $443K |
| Leo Wealth, LLC | 0.03% | Add +9.9% | 17,065 | $433K |
| Glenview Trust Co | 0.01% | Add +80.2% | 15,519 | $393K |
| Klingman & Associates, LLC | 0.02% | Reduce -0.7% | 15,065 | $382K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -8.9% | 13,713 | $348K |
| Archford Capital Strategies, LLC | 0.04% | Add +4.6% | 13,373 | $339K |
| Private Advisor Group, LLC | 0.00% | No change | 12,532 | $318K |
| Trust Co | 0.03% | Reduce -14.1% | 11,863 | $301K |
"% 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.