ISHARES IBONDS DEC 2029 M BD IBMR
$25.36
+0.1% 52w: $24.48 – $25.52
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.4825.0025.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
129
+10 QoQ
13F value
$351.7M
+11.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBMR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.7M | $43.6M | 0.1% | -17.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $39.0M | 0.0% | +14.0% |
| Clearstead Advisors, LLC | Wealth advisor | 979.9K | $24.8M | 0.2% | +2.9% |
| HighTower Advisors, LLC | Diversified mechanical | 732.9K | $18.6M | 0.0% | -1.7% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 487.5K | $12.4M | 0.8% | +16.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 421.3K | $10.7M | 0.0% | +7.7% |
| Paradiem, LLC | Other | 396.4K | $10.0M | 2.2% | New |
| US BANCORP \DE\ | Wealth advisor | 383.6K | $9.7M | 0.0% | -0.3% |
| Lido Advisors, LLC | Wealth advisor | 347.3K | $8.8M | 0.0% | +224.4% |
| Covington Investment Advisors Inc. ★2 | Fundamental diversified | 285.4K | $7.2M | 1.1% | +19.4% |
| Kathmere Capital Management, LLC | Wealth advisor | 272.8K | $6.9M | 0.4% | -2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 255.4K | $6.5M | 0.0% | +7.3% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 248.8K | $6.3M | 1.2% | +21.1% |
| LPL Financial LLC | Bank broker | 247.2K | $6.3M | 0.0% | +27.0% |
| UBS Group AG | Bank broker | 224.1K | $5.7M | 0.0% | -24.9% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 220.8K | $5.6M | 0.1% | +43.7% |
| MORGAN STANLEY | Bank broker | 182.6K | $4.6M | 0.0% | +33.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 177.0K | $4.5M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 172.2K | $4.4M | 0.0% | +5.3% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 170.0K | $4.3M | 0.2% | +1.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 168.1K | $4.3M | 0.0% | +29.0% |
| Cyndeo Wealth Partners, LLC | Other | 160.8K | $4.1M | 0.2% | +282.5% |
| CENTRAL TRUST Co | Diversified mechanical | 139.8K | $3.5M | 0.1% | -3.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 134.3K | $3.4M | 0.0% | +6.2% |
| Summit Financial, LLC | Wealth advisor | 122.7K | $3.1M | 0.0% | -20.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 115.1K | $2.9M | 0.0% | +10.6% |
| Matthew Goff Investment Advisor, LLC | Other | 124.3K | $2.9M | 0.5% | New |
| ROYAL BANK OF CANADA | Bank broker | 112.3K | $2.8M | 0.0% | +53.8% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 100.2K | $2.5M | 0.2% | -1.0% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 98.0K | $2.5M | 0.3% | +6.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 90.4K | $2.3M | 0.0% | +70.2% |
| ASSETMARK, INC | Wealth advisor | 89.2K | $2.3M | 0.0% | +34.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 88.9K | $2.3M | 0.1% | +1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 88.2K | $2.2M | 0.0% | -12.7% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 86.7K | $2.2M | 0.0% | +6.5% |
| Cetera Investment Advisers | Wealth advisor | 82.7K | $2.1M | 0.0% | +158.1% |
| MOULTON WEALTH MANAGEMENT, INC | Wealth advisor | 95.5K | $2.1M | 1.4% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 80.4K | $2.0M | 0.0% | +20.5% |
| Sound View Wealth Advisors Group, LLC | Other | 77.3K | $2.0M | 0.1% | +4.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 76.6K | $1.9M | 0.0% | +4.3% |
| JANE STREET GROUP, LLC | Market maker | 75.8K | $1.9M | 0.0% | +18.2% |
| Ellis Investment Partners, LLC | Wealth advisor | 72.5K | $1.8M | 0.3% | +3.5% |
| Valmark Advisers, Inc. | Wealth advisor | 71.4K | $1.8M | 0.0% | +8.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 69.7K | $1.8M | 0.0% | -18.7% |
| Atlantic Union Bankshares Corp | Other | 69.1K | $1.8M | 0.0% | +3.1% |
| Curbstone Financial Management Corp | Wealth advisor | 66.2K | $1.7M | 0.3% | +9.8% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | Other | 63.2K | $1.6M | 0.8% | +107.1% |
| SPINNAKER TRUST | Wealth advisor | 61.2K | $1.6M | 0.1% | +35.2% |
| Granite Harbor Advisors, Inc. | Wealth advisor | 61.0K | $1.5M | 0.7% | Held |
| Hills Bank & Trust Co | Wealth advisor | 54.4K | $1.4M | 0.1% | +4.6% |
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.