Vault-13

ISHARES TR IBGA

IBONDS DEC 2044 · ETP · CUSIP 46438G638

8 institutional holders -3 vs Q1 2026
3,751,3093.8m shares reported held*
$91.7mreported value*
2 new 5 added 0 reduced 5 sold out net bought ≈ $9.5m (+390.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 24: 3Q3 24: 3Q4 24: 6Q1 25: 6Q2 25: 7Q3 25: 8Q4 25: 9Q1 26: 11Q2 26: 88Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20243
Q3 20243
Q4 20246
Q1 20256
Q2 20257
Q3 20258
Q4 20259
Q1 202611
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 5 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 2 cut or sold outQ2 25: 5 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 1 cut or sold outQ4 25: 6 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 1 cut or sold outQ2 26: 7 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202450
Q1 202552
Q2 202551
Q3 202571
Q4 202563
Q1 2026101
Q2 202675

Biggest buyers

Atlantic Union Bankshares Corp Added +344,555+344.6k
SUMMITRY LLC Added +48,793+48.8k
INSIGNEO ADVISORY SERVICES, LLC New +30,303+30.3k
BANK OF AMERICA CORP /DE/ Added +8,144+8.1k
ROYAL BANK OF CANADA Added +3,883+3.9k
NewEdge Advisors, LLC New +2,116+2.1k
MML INVESTORS SERVICES, LLC Added +165+165

Biggest sellers

CITADEL ADVISORS LLC Sold out -19,678-19.7k
JANE STREET GROUP, LLC Sold out -17,995-18.0k
Tower Research Capital LLC (TRC) Sold out -8,418-8.4k
WELLS FARGO & COMPANY/MN Sold out -971-971
Signature Resources Capital Management, LLC Sold out -208-208

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SUMMITRY LLC 1.51% of their portfolio Foster City, CA 1,883,8481.9m $46.0m $46.0m 1.51% Added +48.8k +48,793
2 Atlantic Union Bankshares Corp 0.68% of their portfolio GLEN ALLEN, VA 1,668,0031.7m $40.8m $40.8m 0.68% Added +344.6k +344,555
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 135,923135.9k $3.3m $3.3m 0.00% Added +8.1k +8,144
4 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 30,30330.3k $740.6k $740.6k 0.03% New
5 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,26214.3k $348.6k $348.6k 0.00% Added +165 +165
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,73311.7k $287.0k $287.0k 0.00% Added +3.9k +3,883
7 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,1215.1k $125.2k $125.2k 0.00% Unchanged
8 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,1162.1k $51.7k $51.7k 0.00% New