13F Insight
DOSSIER · 13F Holders · Q3 2026
IBHL

iShares iBonds 2032 Term High Yield and Income ETF

22 institutions still hold iShares iBonds 2032 Term High Yield and Income ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G364·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$14M
visible holders
Holders
22
filers reporting
Concentration
29.18%
LBMC INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

22 institutions reported IBHL in Q3 2026. LBMC INVESTMENT ADVISORS, LLC leads at 29.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$4M165K0.23%Q2 202602
First Western Trust Bank
CIK 0001513189
$2M66K0.08%Q2 202603
Straight Path Wealth Management
CIK 0001902506
$2M64K0.35%Q3 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M39K0.00%Q2 202605
Integrated Wealth Concepts LLC
CIK 0001737109
$902K35K0.01%Q2 202606
BFC Planning, Inc.
CIK 0002160654
$785K32K0.03%Q3 202607
Collaborative Fund Advisors, LLC
CIK 0002132074
$746K30K0.40%Q3 202608
WRAPMANAGER INC
CIK 0001266014
$711K29K0.22%Q3 202609
MCF Advisors LLC
CIK 0001602905
$551K23K0.02%Q3 202610
MORGAN STANLEY
CIK 0000895421
$536K22K0.00%Q3 202611
Bullock Wealth Management Group
CIK 0002067581
$502K21K0.21%Q3 202612
LPL Financial LLC
CIK 0001403438
$262K11K0.00%Q3 202613
MLP3, LLC
CIK 0002109061
$249K10K0.21%Q3 202614
FOCUSED ALPHA, LLC
CIK 0002105062
$232K9K0.06%Q3 202615
Segment Wealth Management, LLC
CIK 0001575581
$214K9K0.01%Q3 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$106K4K0.00%Q3 202617
CNB Bank
CIK 0001732074
$63K3K0.02%Q3 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17K6640.00%Q2 202619
Bogart Wealth, LLC
CIK 0001715740
$14K5810.00%Q3 202620
AE Wealth Management LLC
CIK 0001697723
$11K4310.00%Q3 2026
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