iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q2 2026 (June 30)144holders +14
25new positions
10sold out
1famous investor
$25.34avg. 13F price*
At the end of Q2 2026, 144 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 14 from Q1 2026. 25 opened new positions and 10 sold out. The largest holders were Mercer Global Advisors Inc. ($44.2M), Bank of America Corp. ($43.3M) and Clearstead Advisors, LLC ($25.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $19.6M |
| Exits | 10 | $9.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,703,085 shares bought and 577,653 shares sold, net +1,125,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Mercer Global Advisors Inc. | 0.05% | Add +1.2% | 1,740,491 | $44.2M |
| Bank of America Corp. | 0.00% | Add +11.0% | 1,706,589 | $43.3M |
| Clearstead Advisors, LLC | 0.24% | Add +2.8% | 1,006,875 | $25.6M |
| HighTower Advisors, LLC | 0.02% | Add +0.5% | 736,560 | $18.7M |
| LBMC Investment Advisors, LLC | 0.72% | Add +6.7% | 520,275 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 438,879 | $11.1M |
| US Bancorp \de | 0.01% | Add +10.5% | 423,777 | $10.8M |
| Paradiem, LLC | 2.17% | No change | 396,376 | $10.1M |
| Kathmere Capital Management, LLC | 0.47% | Add +27.3% | 347,332 | $8.8M |
| Lido Advisors, LLC | 0.03% | Reduce -2.5% | 338,574 | $8.6M |
| Covington Investment Advisors Inc. | 1.05% | Add +12.0% | 319,610 | $8.1M |
| LPL Financial LLC | 0.00% | Add +13.7% | 281,078 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +4.2% | 266,224 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.5% | 262,751 | $6.7M |
| Praetorian Wealth Management, Inc. | 1.11% | Add +1.8% | 253,195 | $6.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +13.5% | 250,503 | $6.4M |
| UBS Group AG | 0.00% | Add +4.1% | 233,264 | $5.9M |
| Morgan Stanley | 0.00% | Add +8.1% | 197,333 | $5.0M |
| United Capital Financial Advisors, LLC | 0.03% | Add +10.5% | 185,667 | $4.7M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +9.4% | 175,874 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 171,140 | $4.3M |
| Kesler, Norman & Wride, LLC | 0.61% | New | 165,926 | $3.8M |
| Odyssey Group, LLC | 0.97% | — | 141,310 | $3.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.9% | 135,517 | $3.4M |
| Howland Capital Management LLC | 0.12% | Reduce -20.6% | 134,931 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +49.4% | 133,266 | $3.4M |
| CENTRAL TRUST Co | 0.06% | Reduce -5.8% | 131,688 | $3.3M |
| Littlejohn Financial Services, Inc. | 2.40% | New | 142,624 | $3.3M |
| Cypress Point Wealth Management, LLC | 0.62% | New | 119,718 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.1% | 115,242 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 113,280 | $2.9M |
| Parkway Wealth Management Group, LLC | 0.30% | Add +2.7% | 100,692 | $2.6M |
| Summit Financial, LLC | 0.03% | Reduce -18.8% | 99,608 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 95,506 | $2.4M |
| Leavell Investment Management, Inc. | 0.09% | Add +4.5% | 92,949 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 88,291 | $2.2M |
| Confluence Investment Management LLC | 0.03% | Add +0.9% | 87,480 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.7% | 84,962 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 82,839 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Add +15.9% | 82,750 | $2.1M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -18.9% | 81,260 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Add +2.6% | 78,598 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Add +0.5% | 77,650 | $2.0M |
| MML Investors Services, LLC | 0.00% | New | 75,855 | $1.9M |
| Spinnaker Trust | 0.09% | Add +21.7% | 74,499 | $1.9M |
| Atlantic Union Bankshares Corp | 0.03% | Add +5.7% | 73,068 | $1.9M |
| Ellis Investment Partners, LLC | 0.28% | Add +0.0% | 72,517 | $1.8M |
| Hills Bank & Trust Co | 0.08% | Add +32.5% | 72,120 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.71% | Add +14.8% | 70,078 | $1.8M |
| RIA Advisory Group LLC | 0.39% | Add +30.2% | 68,631 | $1.7M |
| Curbstone Financial Management Corp | 0.29% | No change | 66,170 | $1.7M |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.2% | 63,985 | $1.6M |
| TRUE Private Wealth Advisors | 0.14% | Add +57.6% | 63,570 | $1.6M |
| Blue Square Asset Management, LLC | 0.65% | Reduce -0.5% | 62,894 | $1.6M |
| Brookstone Capital Management | 0.01% | Add +52.5% | 58,090 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.17% | Add +0.8% | 51,487 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.66% | Add +5.4% | 48,500 | $1.2M |
| Rossmore Private Capital | 0.10% | Add +0.8% | 47,408 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Add +2.0% | 46,789 | $1.2M |
| Elequin Capital, LP | 0.20% | New | 46,216 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +7.9% | 44,807 | $1.1M |
| Envision Financial Planning, LLC | 0.37% | Reduce -0.4% | 44,351 | $1.1M |
| Members Wealth LLC | 0.61% | Add +76.1% | 44,171 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.0% | 43,157 | $1.1M |
| FF Advisors,LLC | 0.41% | Reduce -11.7% | 42,640 | $1.1M |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 41,892 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | New | 37,128 | $943K |
| 10Elms LLP | 0.39% | Add +33.1% | 34,600 | $878K |
| James Investment Research, Inc. | 0.09% | No change | 33,371 | $847K |
| Roof Eidam Maycock Peralta, LLC | 0.17% | No change | 33,100 | $840K |
| IFP Advisors, Inc | 0.02% | Add +23.1% | 33,100 | $840K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.6% | 32,715 | $831K |
| Phillips Financial Management, LLC | 0.06% | No change | 31,792 | $807K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $787K |
| Aspen Wealth Management LLC | 0.13% | Reduce -31.2% | 29,757 | $756K |
| Silverlake Wealth Management LLC | 0.14% | Add +15.4% | 28,905 | $734K |
| Parallel Advisors, LLC | 0.01% | Add +2.9% | 28,227 | $717K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.2% | 27,847 | $707K |
| Citadel Advisors | 0.00% | New | 26,531 | $674K |
| Creative Planning | 0.00% | Reduce -19.1% | 26,384 | $670K |
| Financial Advisory Corp | 0.09% | Reduce -14.4% | 26,067 | $662K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.7% | 25,809 | $655K |
| OneAscent Financial Services LLC | 0.03% | New | 23,299 | $592K |
| Smith, Moore & Co. | 0.04% | Add +10.4% | 23,253 | $590K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -15.1% | 23,134 | $587K |
| Modern Wealth Management, LLC | 0.01% | New | 22,604 | $574K |
| Strid Group, LLC | 0.06% | No change | 21,500 | $546K |
| Newman Dignan & Sheerar, Inc. | 0.10% | No change | 20,342 | $516K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | Add +12.1% | 20,170 | $512K |
| Sonata Capital Group Inc. | 0.16% | No change | 19,673 | $499K |
| Sovereign Financial Group, Inc. | 0.08% | No change | 19,654 | $499K |
| Atwater Malick LLC | 0.11% | Add +10.2% | 19,265 | $489K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | New | 19,104 | $485K |
| Glenview Trust Co | 0.01% | Add +22.6% | 19,019 | $483K |
| Crews Bank & Trust | 0.06% | No change | 18,125 | $460K |
| Carnegie Investment Counsel | 0.01% | New | 16,000 | $406K |
| PSI Advisors, LLC | 0.08% | Reduce -42.0% | 13,800 | $350K |
| Captrust Financial Advisors | 0.00% | New | 13,583 | $345K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.6% | 13,491 | $343K |
| Klingman & Associates, LLC | 0.01% | Reduce -10.4% | 13,490 | $343K |
| Wick Capital Partners, LLC | 0.05% | New | 13,428 | $341K |
| Regions Financial Corp. | 0.00% | New | 13,276 | $337K |
| Jones Financial Companies LLLP | 0.00% | Add +130.9% | 12,764 | $324K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.1% | 12,032 | $305K |
| Trust Co | 0.03% | No change | 11,863 | $301K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,700 | $297K |
| Park Avenue Securities LLC | 0.00% | No change | 11,516 | $292K |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | New | 11,117 | $282K |
| Heritage Family Offices, LLP | 0.11% | New | 11,117 | $282K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 10,940 | $278K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 10,550 | $268K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -22.2% | 10,407 | $264K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -58.2% | 9,858 | $250K |
| Daviman Financial, LLC | 0.14% | Reduce -3.1% | 9,743 | $247K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,720 | $247K |
| Foundry Financial Group, Inc. | 0.10% | New | 9,393 | $238K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -1.7% | 9,115 | $231K |
| WealthBridge Capital Management, LLC | 0.04% | Add +6.8% | 8,772 | $223K |
| First National Trust Co | 0.01% | New | 8,759 | $222K |
| Cary Street Partners Financial LLC | 0.00% | No change | 8,686 | $221K |
| HORAN Wealth, LLC | 0.03% | Add +0.4% | 8,553 | $217K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,333 | $212K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -59.5% | 8,023 | $204K |
| TPG Advisors LLC | 0.11% | New | 8,013 | $203K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,977 | $203K |
| Quantinno Capital Management LP | 0.00% | Reduce -31.8% | 7,920 | $201K |
| Princeton Global Asset Management LLC | 0.02% | Add +328.8% | 5,145 | $131K |
| FMR LLC | 0.00% | Add +3186.8% | 4,240 | $108K |
| IFG Advisory, LLC | 0.00% | New | 4,018 | $102K |
| Addison Advisors LLC | 0.04% | Add +237.8% | 3,395 | $86K |
| MidFirst Bank | 0.01% | Add +210.0% | 3,100 | $79K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,048 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 2,670 | $68K |
| Global Retirement Partners, LLC | 0.00% | — | 2,505 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $57K |
| American Capital Advisory, LLC | 0.02% | No change | 2,219 | $56K |
| Bullock Wealth Management Group | 0.02% | Add +0.6% | 2,025 | $51K |
| Barrett & Company, Inc. | 0.01% | No change | 1,810 | $46K |
| Archer Investment Corp | 0.01% | New | 1,123 | $29K |
| Noble Wealth Management PBC | 0.01% | Reduce -45.0% | 1,100 | $28K |
| Community Financial Services Group, LLC | 0.00% | New | 986 | $25K |
| AlphaCore Capital LLC | 0.00% | New | 870 | $20K |
| Hughes Financial Services, LLC | 0.00% | New | 720 | $18K |
| BlackRock, Inc. | 0.00% | No change | 151 | $4K |
"% 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.