DOSSIER · 13F Holders · Q4 2025

ISHARES IBONDS DEC 2029 TERM CORPORATE E

8 institutions still hold ISHARES IBONDS DEC 2029 TERM CORPORATE E as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E209·8 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$19M
visible holders
Holders
8
filers reporting
Concentration
46.82%
Peloton Wealth Strategists #1
top holder share
AI Holders Summary · Q4 2025

8 institutions reported ISHARES IBONDS DEC 2029 TERM CORPORATE E in Q4 2025. Peloton Wealth Strategists leads at 46.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Peloton Wealth Strategists
CIK 0001080132
$9M376K3.41%Q4 2025
02
PFG Private Wealth Management, LLC
CIK 0001799957
$8M342K3.29%Q3 2026
03
COMERICA BANK
CIK 0000901541
$1M60K0.01%Q4 2025
04
Austin Private Wealth, LLC
CIK 0001800328
$556K24K0.04%Q4 2025
05
CIBC Private Wealth Group LLC
CIK 0001298088
$158K7K0.00%Q4 2025
06
Stephens Consulting, LLC
CIK 0001961632
$37K2K0.01%Q4 2025
07
Hemington Wealth Management
CIK 0001838234
$34K1K0.00%Q3 2025
08
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$32K1K0.00%Q4 2025