ISHARES IBONDS DEC 2032 TC IBDX
$25.09
+0.1% 52w: $23.86 – $25.43
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data23.8624.6425.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
221
+24 QoQ
13F value
$1.29B
+6.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 6.3M | $160.3M | 1.3% | +1.8% |
| Capital Investment Advisors, LLC | Wealth advisor | 3.3M | $84.2M | 1.2% | +5.0% |
| MORGAN STANLEY | Bank broker | 2.9M | $73.5M | 0.0% | +11.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.8M | $71.1M | 0.0% | -7.1% |
| CAPITAL ADVISORS INC/OK | Other | 2.8M | $70.5M | 1.1% | +5.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $61.7M | 0.0% | +5.2% |
| Summit Financial, LLC | Wealth advisor | 1.6M | $40.0M | 0.5% | +4.1% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.5M | $38.2M | 2.0% | +4.5% |
| UBS Group AG | Bank broker | 1.2M | $29.6M | 0.0% | +21.4% |
| Klingman & Associates, LLC | Wealth advisor | 1.1M | $27.3M | 1.3% | +22.0% |
| Seven Springs Wealth Group, LLC | Wealth advisor | 1.1M | $26.8M | 6.2% | +3.1% |
| ROYAL BANK OF CANADA | Bank broker | 1.0M | $25.7M | 0.0% | +2.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.0M | $25.5M | 0.0% | -43.4% |
| Sound View Wealth Advisors Group, LLC | Other | 905.7K | $22.9M | 1.6% | +5.8% |
| US BANCORP \DE\ | Wealth advisor | 868.5K | $21.9M | 0.0% | +13.4% |
| HighTower Advisors, LLC | Diversified mechanical | 854.0K | $21.6M | 0.0% | +2.5% |
| Advisors Capital Management, LLC | Other | 840.2K | $21.2M | 0.2% | +165.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 829.7K | $21.0M | 0.1% | -3.6% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 773.3K | $19.5M | 1.9% | -7.0% |
| COWA, LLC | Wealth advisor | 729.0K | $18.4M | 5.4% | +27.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 725.3K | $18.3M | 0.0% | +20.5% |
| Arrow Financial Corp | Wealth advisor | 614.5K | $15.5M | 1.6% | +2.6% |
| PFG Private Wealth Management, LLC | Wealth advisor | 549.8K | $13.9M | 5.9% | +10.7% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 521.2K | $13.2M | 5.5% | +1.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 519.7K | $13.1M | 0.0% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 510.1K | $12.9M | 0.0% | -10.5% |
| LPL Financial LLC | Bank broker | 509.9K | $12.9M | 0.0% | +38.5% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 397.9K | $10.1M | 1.3% | +9.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 396.7K | $10.0M | 0.0% | +7.2% |
| Ironwood Financial, llc | Wealth advisor | 379.7K | $9.6M | 1.7% | +6.7% |
| Cornerstone Planning, LLC | Other | 370.1K | $9.4M | 2.1% | New |
| Atlantic Union Bankshares Corp | Other | 348.2K | $8.8M | 0.2% | +10.2% |
| Guidance Point Advisors, LLC | Wealth advisor | 315.7K | $8.0M | 1.9% | +3.8% |
| Probity Advisors, Inc. | Wealth advisor | 304.1K | $7.7M | 1.2% | +111.6% |
| Snowden Capital Advisors LLC | Diversified mechanical | 293.4K | $7.4M | 0.2% | +2.4% |
| LYELL WEALTH MANAGEMENT, LP | Other | 264.5K | $6.7M | 0.5% | +1.7% |
| MCF Advisors LLC | Wealth advisor | 255.0K | $6.4M | 0.3% | +139.4% |
| Parallel Advisors, LLC | Wealth advisor | 244.2K | $6.2M | 0.1% | +1.0% |
| Lido Advisors, LLC | Wealth advisor | 241.1K | $6.1M | 0.0% | +36.9% |
| HANCOCK WHITNEY CORP | Other | 239.7K | $6.1M | 0.1% | +8.3% |
| Krilogy Financial LLC | Wealth advisor | 220.9K | $5.6M | 0.2% | +1.2% |
| Marathon Mission, Inc. | Wealth advisor | 216.7K | $5.5M | 3.2% | +5.4% |
| 4Thought Financial Group Inc. | Wealth advisor | 205.1K | $5.2M | 2.6% | -0.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 186.4K | $4.7M | 0.0% | New |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 186.0K | $4.7M | 0.2% | +110.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 182.4K | $4.6M | 0.0% | +81.5% |
| KINTRA WEALTH, LLC | Wealth advisor | 178.4K | $4.5M | 0.3% | +132.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 177.8K | $4.5M | 0.0% | +1.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 171.0K | $4.3M | 0.0% | +3.2% |
| Signature Wealth Management Group | Other | 170.0K | $4.3M | 1.6% | +2.6% |
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.