ISHARES IBONDS DEC 2029 TERM IBDU
$23.11
+0.2% 52w: $22.73 – $23.22
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data22.7322.9723.22
Oct 17, 2025 Jul 2, 2026
Institutional holders
386
+27 QoQ
13F value
$2.91B
+9.9% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.3M | $170.1M | 0.0% | +0.1% |
| MORGAN STANLEY | Bank broker | 6.7M | $155.7M | 0.0% | +21.5% |
| Aptus Capital Advisors, LLC | Wealth advisor | 6.4M | $148.4M | 1.2% | -4.2% |
| CAPITAL ADVISORS INC/OK | Other | 5.1M | $118.2M | 1.9% | +5.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 5.0M | $117.1M | 0.2% | -10.3% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 4.0M | $92.5M | 6.3% | +4.5% |
| Capital Investment Advisors, LLC | Wealth advisor | 3.9M | $89.9M | 1.3% | +3.8% |
| UBS Group AG | Bank broker | 3.7M | $85.6M | 0.0% | +4.8% |
| Lido Advisors, LLC | Wealth advisor | 3.3M | $76.0M | 0.3% | +129.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.2M | $73.8M | 0.0% | +7.5% |
| HM PAYSON & CO | Diversified mechanical | 2.8M | $65.8M | 0.9% | +30.8% |
| LPL Financial LLC | Bank broker | 2.4M | $55.4M | 0.0% | +11.7% |
| ROYAL BANK OF CANADA | Bank broker | 2.3M | $54.4M | 0.0% | +7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $49.4M | 0.0% | +1.1% |
| SUMMITRY LLC ★2 | Fundamental diversified | 1.9M | $44.3M | — | +3.7% |
| HighTower Advisors, LLC | Diversified mechanical | 1.9M | $43.4M | 0.0% | +5.3% |
| Sound View Wealth Advisors Group, LLC | Other | 1.8M | $41.1M | 2.8% | +9.5% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 1.8M | $40.7M | 2.5% | +0.4% |
| Klingman & Associates, LLC | Wealth advisor | 1.6M | $36.8M | 1.8% | +2.7% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.5M | $35.9M | 1.9% | +1.9% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 1.5M | $35.1M | 5.1% | +6.2% |
| Venture Visionary Partners LLC | Other | 1.5M | $34.7M | 1.2% | +10.5% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 1.2M | $27.5M | 0.5% | +3.3% |
| Meiji Yasuda Life Insurance Co | Wealth advisor | 1.2M | $27.4M | — | +25.7% |
| Seven Springs Wealth Group, LLC | Wealth advisor | 1.2M | $27.1M | 6.3% | +1.3% |
| Kathmere Capital Management, LLC | Wealth advisor | 1.2M | $26.8M | 1.7% | +11.4% |
| RVW Wealth, LLC | Wealth advisor | 1.1M | $26.7M | 2.1% | +8.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $26.7M | 0.0% | -4.5% |
| Advisors Capital Management, LLC | Other | 1.1M | $26.4M | 0.3% | +3.7% |
| Summit Financial, LLC | Wealth advisor | 1.1M | $25.9M | 0.3% | +4.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.1M | $25.6M | 0.0% | +3.8% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 1.0M | $23.6M | 0.9% | +4.7% |
| THREADGILL FINANCIAL, LLC | Wealth advisor | 923.4K | $21.5M | — | +5955.7% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 871.2K | $20.3M | 2.0% | +9.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 806.9K | $18.8M | 0.1% | +19.1% |
| Summit Asset Management, LLC | Wealth advisor | 778.2K | $18.1M | 2.5% | +1.2% |
| US BANCORP \DE\ | Wealth advisor | 687.4K | $16.0M | 0.0% | +9.4% |
| First National Trust Co | Other | 661.3K | $15.4M | 0.5% | +32.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 653.3K | $15.2M | 0.0% | +10.6% |
| Arrow Financial Corp | Wealth advisor | 641.6K | $14.9M | 1.5% | +6.3% |
| BlackRock, Inc. | Index provider | 615.0K | $14.3M | 0.0% | +59.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 593.7K | $13.8M | 0.0% | +2.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 563.1K | $13.1M | 0.0% | -20.6% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 562.1K | $13.1M | 0.4% | +9.4% |
| Ironwood Financial, llc | Wealth advisor | 559.1K | $13.0M | 2.3% | +4.1% |
| NOVEM GROUP | Wealth advisor | 551.5K | $12.8M | 1.5% | +17.2% |
| Windsor Capital Management, LLC | Wealth advisor | 543.3K | $12.6M | 3.8% | +3.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 530.0K | $12.3M | 0.0% | +13.7% |
| Ruggaard & Associates LLC | Wealth advisor | 511.8K | $11.9M | 4.7% | +1.8% |
| LYELL WEALTH MANAGEMENT, LP | Other | 504.6K | $11.7M | 0.9% | +3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.