ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q2 2025 (June 30)59holders +16
18new positions
1sold out
$25.66avg. 13F price*
At the end of Q2 2025, 59 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 16 from Q1 2025. 18 opened new positions and 1 sold out. The largest holders were Mercer Global Advisors Inc. ($16.3M), Envestnet Asset Management Inc. ($15.2M) and US Bancorp \de ($4.6M).
- Company
- ISHARESIBONDDEC2030MUNIBDETF
- CUSIP
- 46438G687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $23.9M |
| Exits | 1 | $315K |
All 13F filers, Q1 2025 → Q2 2025: 1,829,857 shares bought and 71,837 shares sold, net +1,758,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Mercer Global Advisors Inc. | 0.04% | New | 634,029 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4774.1% | 592,501 | $15.2M |
| US Bancorp \de | 0.01% | Add +53.9% | 178,281 | $4.6M |
| Nestegg Advisors, Inc. | 3.00% | Add +21.9% | 121,228 | $3.1M |
| Praetorian Wealth Management, Inc. | 0.67% | Add +16.1% | 113,309 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +138.5% | 113,099 | $2.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.2% | 103,020 | $2.6M |
| CENTRAL TRUST Co | 0.06% | Add +15.9% | 93,691 | $2.4M |
| Moseley Investment Management Inc. | 0.76% | Add +19.1% | 85,536 | $2.2M |
| Quantum Financial Advisors, LLC | 0.26% | Add +0.3% | 74,232 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.9% | 60,410 | $1.6M |
| LBMC Investment Advisors, LLC | 0.11% | Add +222.1% | 60,174 | $1.5M |
| Bank of America Corp. | 0.00% | Add +40.9% | 50,960 | $1.3M |
| Atlantic Union Bankshares Corp | 0.03% | New | 50,469 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +10.7% | 48,968 | $1.3M |
| Elequin Capital, LP | 0.33% | New | 39,691 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +120.2% | 32,104 | $824K |
| Cetera Investment Advisers | 0.00% | Add +46.8% | 31,359 | $805K |
| Newman Dignan & Sheerar, Inc. | 0.18% | New | 31,016 | $796K |
| Capital Investment Advisors, LLC | 0.01% | Add +22.5% | 30,771 | $790K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +11.2% | 30,244 | $776K |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -1.6% | 29,899 | $767K |
| Valmark Advisers, Inc. | 0.01% | Add +10.7% | 23,900 | $613K |
| PFG Private Wealth Management, LLC | 0.30% | No change | 23,014 | $591K |
| JPMorgan Chase & Co. | 0.00% | New | 22,319 | $573K |
| Focus Partners Wealth | 0.00% | New | 21,848 | $561K |
| Leavell Investment Management, Inc. | 0.02% | New | 20,105 | $516K |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.4% | 17,797 | $457K |
| Vishria Bird Financial Group, LLC | 0.14% | New | 15,879 | $407K |
| Susquehanna International Group, LLP | 0.00% | New | 15,743 | $404K |
| United Capital Financial Advisors, LLC | 0.00% | Add +79.4% | 14,281 | $366K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 14,115 | $362K |
| Paradigm, Strategies in Wealth Management, LLC | 0.24% | Add +43.3% | 13,998 | $359K |
| Wrapmanager Inc. | 0.09% | Reduce -4.4% | 13,854 | $355K |
| Signature Wealth Management Group | 0.14% | Add +5.0% | 13,772 | $353K |
| Crews Bank & Trust | 0.05% | Add +50.2% | 12,860 | $330K |
| Stifel Financial Corp. | 0.00% | New | 12,467 | $320K |
| LPL Financial LLC | 0.00% | No change | 11,801 | $303K |
| Raymond James Financial Inc. | 0.00% | Reduce -81.4% | 10,599 | $272K |
| Archford Capital Strategies, LLC | 0.03% | Add +31.0% | 10,555 | $271K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | New | 10,199 | $262K |
| Flow Traders U.S. LLC | 0.01% | Reduce -21.3% | 10,142 | $260K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 10,000 | $257K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,490 | $244K |
| OneAscent Financial Services LLC | 0.02% | Add +0.1% | 9,427 | $242K |
| Private Advisor Group, LLC | 0.00% | New | 9,270 | $238K |
| Rossmore Private Capital | 0.03% | New | 8,436 | $216K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -10.6% | 8,387 | $215K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 8,000 | $205K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 6,500 | $167K |
| 10Elms LLP | 0.16% | Add +34.0% | 5,520 | $142K |
| Parallel Advisors, LLC | 0.00% | Add +51.8% | 3,500 | $90K |
| IFP Advisors, Inc | 0.00% | No change | 3,278 | $84K |
| Barrett & Company, Inc. | 0.02% | New | 1,784 | $46K |
| Royal Bank of Canada | 0.00% | Add +6.0% | 1,378 | $35K |
| Addison Advisors LLC | 0.01% | Add +77.7% | 1,075 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,000 | $26K |
| BlackRock, Inc. | 0.00% | Add +1.6% | 64 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 19 | $488 |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.