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

ISHARES IBND DC 2028 TRM MUNI

195 institutions still hold ISHARES IBND DC 2028 TRM MUNI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435u325·195 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$361M
74.0% inst. owned
of float
Holders
195
-38 QoQ
filers reporting
Activity
+81 / −16
+977 added · −769 reduced
this quarter
Concentration
16.95%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

195 institutions reported IBMQ in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 17.0% of the visible book. -38 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
$61M2.4M0.00%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$52M2.1M0.08%Q1 202603
Vishria Bird Financial Group, LLC
CIK 0001746438
$29M1.1M5.76%Q3 202504
Clearstead Advisors, LLC
CIK 0000842775
$25M986K0.23%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$21M806K0.02%Q1 202606
US BANCORP \DE\
CIK 0000036104
$18M723K0.02%Q1 202607
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$14M560K0.87%Q1 202608
Lido Advisors, LLC
CIK 0001650150
$14M559K0.04%Q1 202609
Heartwood Wealth Advisors LLC
CIK 0001794935
$14M551K1.23%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M530K0.00%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$13M493K0.05%Q1 202612
LPL Financial LLC
CIK 0001403438
$11M426K0.00%Q1 202613
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$11M413K0.42%Q1 202614
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$10M403K0.90%Q1 202615
Hills Bank & Trust Co
CIK 0001309148
$10M398K0.49%Q1 202616
UBS Group AG
CIK 0001610520
$10M396K0.00%Q1 202617
Paradiem, LLC
CIK 0001733356
$10M395K2.22%Q1 202618
Kathmere Capital Management, LLC
CIK 0001794543
$8M306K0.48%Q1 202619
Praetorian Wealth Management, Inc.
CIK 0001818940
$8M304K1.47%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M299K0.00%Q1 2026
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