13F Insight
DOSSIER · 13F Holders · Q4 2025

ISHARES IBONDS DEC 2029 TERM CORPORATE E

16 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 46436E209·16 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$31M
visible holders
Holders
16
filers reporting
Concentration
31.10%
Baltimore-Washington Financial Advisors, Inc. #1
top holder share
AI Holders Summary · Q4 2025

16 institutions reported ISHARES IBONDS DEC 2029 TERM CORPORATE E in Q4 2025. Baltimore-Washington Financial Advisors, Inc. leads at 31.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$10M411K0.40%Q4 202502
Peloton Wealth Strategists
CIK 0001080132
$9M376K3.41%Q4 202503
PFG Private Wealth Management, LLC
CIK 0001799957
$8M329K3.30%Q2 202604
COMERICA BANK
CIK 0000901541
$1M60K0.01%Q4 202505
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166
$764K33K0.05%Q4 202506
Heartland Bank & Trust Co
CIK 0001866040
$693K30K0.29%Q4 202507
Focus Partners Wealth
CIK 0001542153
$605K26K0.00%Q4 202508
Austin Private Wealth, LLC
CIK 0001800328
$556K24K0.04%Q4 202509
SIMON QUICK ADVISORS, LLC
CIK 0001692038
$389K17K0.02%Q4 202510
CIBC Private Wealth Group LLC
CIK 0001298088
$158K7K0.00%Q4 202511
SageView Advisory Group, LLC
CIK 0001914558
$118K5K0.00%Q4 202512
Physician Wealth Advisors, Inc.
CIK 0001795173
$54K2K0.01%Q4 202513
Stephens Consulting, LLC
CIK 0001961632
$37K2K0.01%Q4 202514
Hemington Wealth Management
CIK 0001838234
$34K1K0.00%Q3 202515
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$32K1K0.00%Q4 202516
Hurley Capital, LLC
CIK 0001632844
$30K1K0.02%Q1 2026