13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IBDT

ISHARES IBONDS DEC 2028 TERM E

442 institutions still hold ISHARES IBONDS DEC 2028 TERM E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435u515·442 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$1.5B
46.0% inst. owned
of float
Holders
442
+117 QoQ
filers reporting
Activity
+46 / −34
+895 added · −908 reduced
this quarter
Concentration
15.03%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

442 institutions reported IBDT in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.0% of the visible book. +117 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$227M9.0M0.02%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$134M5.3M0.20%Q1 202603
MORGAN STANLEY
CIK 0000895421
$118M4.7M0.01%Q1 202604
Lido Advisors, LLC
CIK 0001650150
$113M4.5M0.35%Q1 202605
Capital Investment Advisors, LLC
CIK 0001582732
$95M3.8M1.39%Q1 202606
CAPITAL ADVISORS INC/OK
CIK 0000860828
$89M3.5M1.44%Q1 202607
UBS Group AG
CIK 0001610520
$89M3.5M0.01%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$79M3.1M0.02%Q1 202609
HM PAYSON & CO
CIK 0000928052
$74M2.9M1.07%Q1 202610
Vishria Bird Financial Group, LLC
CIK 0001746438
$66M2.6M13.03%Q3 202511
LPL Financial LLC
CIK 0001403438
$64M2.5M0.02%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$47M1.8M0.01%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$45M1.8M0.05%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$41M1.6M0.01%Q1 202615
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$41M1.6M2.54%Q1 202616
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$40M1.6M2.69%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$37M1.5M0.01%Q1 202618
SUMMITRY LLC
CIK 0001280043
$37M1.5M1.30%Q1 202619
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$36M1.4M3.18%Q1 202620
Gratus Wealth Advisors, LLC
CIK 0002022161
$35M1.4M5.03%Q1 2026
Page 1 of 23
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