Ishr Ibds D 2035 Term MB ETFIBMXETF

13F holders, Q2 2026 (June 30)
3holders
$25.19avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Ishr Ibds D 2035 Term MB ETF (IBMX) in their 13F filings. The largest holders were BlackRock, Inc. ($2.5M), Pacific Excel Wealth Advisors, Inc. ($284K) and Heritage Family Offices, LLP ($284K).

Company
Ishr Ibds D 2035 Term MB ETF
Filed as
ISHARES TR (Q2 2026)
CUSIP
46438G174
Latest filing quarter
Q2 2026

Total Exit/New Position Q2 2026

InstitutionsTotal Value
New Positions3$3.1M
Exits0$0

Ownership 3 holders

BlackRock, Inc. 0.00% New 100,000 $2.5M
Pacific Excel Wealth Advisors, Inc. 0.11% New 11,287 $284K
Heritage Family Offices, LLP 0.11% New 11,287 $284K

"% of holder's portfolio" is IBMX's weight in each manager's 13F, not the share of Ishr Ibds D 2035 Term MB ETF the manager owns.