13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IBDT

ISHARES IBONDS DEC 2028 ETF

463 institutions still hold ISHARES IBONDS DEC 2028 ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U515·Exchange Traded Fund·463 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.6B
visible holders
Holders
463
filers reporting
Concentration
15.43%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

463 institutions reported IBDT in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 15.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$241M9.5M0.02%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$140M5.5M0.17%Q2 202603
MORGAN STANLEY
CIK 0000895421
$122M4.8M0.01%Q2 202604
Lido Advisors, LLC
CIK 0001650150
$107M4.2M0.29%Q2 202605
Capital Investment Advisors, LLC
CIK 0001582732
$98M3.9M1.29%Q2 202606
UBS Group AG
CIK 0001610520
$95M3.8M0.01%Q2 202607
CAPITAL ADVISORS INC/OK
CIK 0000860828
$90M3.6M1.33%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$84M3.3M0.02%Q2 202609
HM PAYSON & CO
CIK 0000928052
$80M3.2M1.06%Q2 202610
LPL Financial LLC
CIK 0001403438
$73M2.9M0.02%Q2 202611
Vishria Bird Financial Group, LLC
CIK 0001746438
$66M2.6M13.03%Q3 202512
HighTower Advisors, LLC
CIK 0001462245
$46M1.8M0.04%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$43M1.7M0.01%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$42M1.7M0.01%Q2 202615
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$42M1.7M2.61%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$41M1.6M0.01%Q2 202617
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$38M1.5M2.98%Q2 202618
SUMMITRY LLC
CIK 0001280043
$38M1.5M1.25%Q2 202619
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$37M1.5M2.00%Q2 202620
Gratus Wealth Advisors, LLC
CIK 0002022161
$36M1.4M4.53%Q2 2026
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