13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
IBDV

ISHARES IBND DEC 2030 TRM CORP

332 institutions still hold ISHARES IBND DEC 2030 TRM CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e726·332 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.0%
vs prior quarter
13F value held
$1.4B
54.0% inst. owned
of float
Holders
332
-17 QoQ
filers reporting
Activity
+24 / −46
+842 added · −798 reduced
this quarter
Concentration
14.60%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

332 institutions reported IBDV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 14.6% of the visible book. -17 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
$199M9.1M0.01%Q1 202602
Aptus Capital Advisors, LLC
CIK 0001664193
$132M6.0M1.04%Q1 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$118M5.4M0.17%Q1 202604
MORGAN STANLEY
CIK 0000895421
$104M4.7M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$94M4.3M0.03%Q1 202606
Capital Investment Advisors, LLC
CIK 0001582732
$89M4.1M1.30%Q1 202607
CAPITAL ADVISORS INC/OK
CIK 0000860828
$70M3.2M1.13%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$64M2.9M0.01%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$55M2.5M0.01%Q1 202610
HM PAYSON & CO
CIK 0000928052
$54M2.5M0.78%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$52M2.4M0.05%Q1 202612
UBS Group AG
CIK 0001610520
$46M2.1M0.01%Q1 202613
Lido Advisors, LLC
CIK 0001650150
$43M2.0M0.13%Q1 202614
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$38M1.7M2.60%Q1 202615
Klingman & Associates, LLC
CIK 0001662449
$36M1.7M1.73%Q1 202616
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$36M1.6M1.90%Q1 202617
Summit Financial, LLC
CIK 0001765536
$35M1.6M0.45%Q1 202618
Gratus Wealth Advisors, LLC
CIK 0002022161
$35M1.6M5.07%Q1 202619
Kathmere Capital Management, LLC
CIK 0001794543
$33M1.5M2.02%Q1 202620
RVW Wealth, LLC
CIK 0001756543
$26M1.2M2.06%Q1 2026
Page 1 of 17
312 more holders available. Log in →