13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IBDU

ISHARES IBONDS DEC 2029 TERM E

380 institutions still hold ISHARES IBONDS DEC 2029 TERM E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e205·380 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$1.6B
78.0% inst. owned
of float
Holders
380
-66 QoQ
filers reporting
Activity
+38 / −82
+830 added · −831 reduced
this quarter
Concentration
10.67%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

380 institutions reported IBDU in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 10.7% of the visible book. -66 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$170M7.3M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$156M6.7M0.01%Q1 202603
Aptus Capital Advisors, LLC
CIK 0001664193
$148M6.4M1.17%Q1 202604
CAPITAL ADVISORS INC/OK
CIK 0000860828
$118M5.1M1.90%Q1 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$117M5.0M0.17%Q1 202606
SHUFRO ROSE & CO LLC
CIK 0000908195
$93M4.0M6.29%Q1 202607
Capital Investment Advisors, LLC
CIK 0001582732
$90M3.9M1.31%Q1 202608
UBS Group AG
CIK 0001610520
$86M3.7M0.01%Q1 202609
Lido Advisors, LLC
CIK 0001650150
$76M3.3M0.23%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$74M3.2M0.02%Q1 202611
HM PAYSON & CO
CIK 0000928052
$66M2.8M0.95%Q1 202612
LPL Financial LLC
CIK 0001403438
$55M2.4M0.01%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$54M2.3M0.01%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M2.1M0.01%Q1 202615
SUMMITRY LLC
CIK 0001280043
$44M1.9M1.56%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$43M1.9M0.05%Q1 202617
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$41M1.8M2.79%Q1 202618
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$41M1.8M2.51%Q1 202619
Klingman & Associates, LLC
CIK 0001662449
$37M1.6M1.76%Q1 202620
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$36M1.5M1.90%Q1 2026
Page 1 of 19
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