ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q3 2024 (September 30)11holders +9
9new positions
0sold out
$25.86avg. 13F price*
At the end of Q3 2024, 11 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 9 from Q2 2024. 9 opened new positions and 0 sold out. The largest holders were Moseley Investment Management Inc. ($1.8M), Jane Street Group, LLC ($969K) and Envestnet Asset Management Inc. ($851K).
- Company
- ISHARESIBONDDEC2030MUNIBDETF
- CUSIP
- 46438G687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.7M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 189,934 shares bought, net +189,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Moseley Investment Management Inc. | 0.73% | New | 71,189 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +32.0% | 37,475 | $969K |
| Envestnet Asset Management Inc. | 0.00% | New | 32,895 | $851K |
| Sandy Spring Bank | 0.03% | New | 23,837 | $617K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 19,823 | $513K |
| Buffington Mohr McNeal | 0.04% | New | 9,885 | $256K |
| Coldstream Capital Management Inc. | 0.01% | New | 9,356 | $242K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | New | 8,749 | $226K |
| Osaic Holdings, Inc. | 0.00% | New | 2,948 | $76K |
| Parallel Advisors, LLC | 0.00% | New | 2,157 | $56K |
| BlackRock, Inc. | 0.00% | — | 63 | $2K |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.