Vault-13

ISHARES TR IBDZ

IBONDS DEC 2034 · ETP · CUSIP 46438G653

127 institutional holders +8 vs Q1 2026
26,622,07426.6m shares reported held*
$693.3mreported value*
17 new 72 added 20 reduced 7 sold out net bought ≈ $52.8m (+2.0m 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 ($174.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.04.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 6Q3 24: 28Q4 24: 53Q1 25: 75Q2 25: 80Q3 25: 95Q4 25: 108Q1 26: 119Q2 26: 127127Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20246
Q3 202428
Q4 202453
Q1 202575
Q2 202580
Q3 202595
Q4 2025108
Q1 2026119
Q2 2026127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 25 bought or addedQ3 24: 1 cut or sold outQ4 24: 48 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 5 cut or sold outQ2 25: 55 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 69 bought or addedQ3 25: 16 cut or sold outQ4 25: 78 bought or addedQ4 25: 17 cut or sold outQ4 25Q1 26: 93 bought or addedQ1 26: 22 cut or sold outQ2 26: 89 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024251
Q4 2024483
Q1 2025625
Q2 20255520
Q3 20256916
Q4 20257817
Q1 20269322
Q2 20268927

Biggest buyers

Aptus Capital Advisors, LLC Added +976,615+976.6k
CITADEL ADVISORS LLC New +278,288+278.3k
SIGMA INVESTMENT COUNSELORS INC Added +222,112+222.1k
Capital Investment Advisors, LLC Added +219,304+219.3k
Apollon Wealth Management, LLC New +218,132+218.1k
BANK OF AMERICA CORP /DE/ Added +147,212+147.2k
EP Wealth Advisors, LLC New +126,985+127.0k
HighTower Advisors, LLC Added +118,591+118.6k
NESTEGG ADVISORS, INC. Added +72,520+72.5k
Arrow Financial Corp Added +71,104+71.1k

Biggest sellers

Summit Financial, LLC Reduced -700,652-700.7k
Motley Fool Wealth Management, LLC Sold out -408,741-408.7k
JPMORGAN CHASE & CO Sold out -116,569-116.6k
PFG Private Wealth Management, LLC Reduced -41,029-41.0k
Paradigm, Strategies in Wealth Management, LLC Reduced -39,682-39.7k
Atlantic Union Bankshares Corp Reduced -28,078-28.1k
BENJAMIN EDWARDS INC Reduced -25,705-25.7k
Keeler Thomas Management LLC Sold out -10,257-10.3k
BESSEMER GROUP INC Sold out -9,138-9.1k
AMERIPRISE FINANCIAL INC Reduced -7,523-7.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Capital Investment Advisors, LLC 0.93% of their portfolio ATLANTA, GA 2,711,0232.7m $70.6m $70.6m 0.93% Added +219.3k +219,304
2 Aptus Capital Advisors, LLC 0.45% of their portfolio FAIRHOPE, AL 2,351,6152.4m $61.3m $61.3m 0.45% Added +976.6k +976,615
3 Sarver Vrooman Wealth Advisors 25.98% of their portfolio KANSAS CITY, MO 1,681,0341.7m $43.6m $43.6m 25.98% Added +26.1k +26,060
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,514,8891.5m $39.5m $39.5m 0.00% Added +17.2k +17,224
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,360,7911.4m $35.4m $35.4m 0.00% Added +147.2k +147,212
6 SIGMA INVESTMENT COUNSELORS INC 1.66% of their portfolio NORTHVILLE, MI 1,304,0971.3m $34.0m $34.0m 1.66% Added +222.1k +222,112
7 SUMMITRY LLC 1.11% of their portfolio Foster City, CA 1,290,1081.3m $33.6m $33.6m 1.11% Added +24.1k +24,098
8 Summit Financial, LLC 0.30% of their portfolio PARSIPPANY, NJ 1,054,7151.1m $27.5m $27.5m 0.30% Reduced -700.7k -700,652
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 745,780745.8k $19.4m $19.4m 0.00% Added +44.3k +44,315
10 MV CAPITAL MANAGEMENT, INC. 1.69% of their portfolio BETHESDA, MD 732,336732.3k $19.1m $19.1m 1.69% Added +1.5k +1,468
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 662,018662.0k $17.2m $17.2m 0.00% Added +36.8k +36,840
12 Seneca House Advisors 5.04% of their portfolio RICHMOND, VA 547,030547.0k $14.3m $14.3m 5.04% Added +50.3k +50,261
13 MB, LEVIS & ASSOCIATES, LLC 4.95% of their portfolio CENTER VALLEY, PA 515,551515.6k $13.4m $13.4m 4.95% Added +4.9k +4,902
14 Arrow Financial Corp 1.20% of their portfolio Glens Falls, NY 512,414512.4k $13.3m $13.3m 1.20% Added +71.1k +71,104
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 504,014504.0k $13.1m $13.1m 0.01% Added +118.6k +118,591
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 496,658496.7k $12.9m $12.9m 0.00% Reduced -7.5k -7,523
17 PFG Private Wealth Management, LLC 5.55% of their portfolio LUTZ, FL 491,365491.4k $12.8m $12.8m 5.55% Reduced -41.0k -41,029
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 411,323411.3k $10.7m $10.7m 0.00% Added +24.3k +24,333
19 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 396,620396.6k $10.3m $10.3m 0.02% Added +53.6k +53,560
20 NESTEGG ADVISORS, INC. 7.22% of their portfolio HAUPPAUGE, NY 392,084392.1k $10.2m $10.2m 7.22% Added +72.5k +72,520
21 Parkway Wealth Management Group, LLC 1.17% of their portfolio Plano, TX 389,186389.2k $10.1m $10.1m 1.17% Added +4.5k +4,487
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 386,053386.1k $10.1m $10.1m 0.01% Added +57.2k +57,243
23 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 382,108382.1k $10.0m $10.0m 0.01% Added +32.4k +32,368
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 368,529368.5k $9.6m $9.6m 0.00% Reduced -1.1k -1,138
25 Guidance Point Advisors, LLC 1.61% of their portfolio Wellesley, MA 292,677292.7k $7.6m $7.6m 1.61% Added +11.3k +11,269
26 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 290,450290.4k $7.6m $7.6m 0.02% Added +23.6k +23,619
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 278,288278.3k $7.2m $7.2m 0.00% New
28 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 266,373266.4k $6.9m $6.9m 0.02% Added +5.5k +5,510
29 Probity Advisors, Inc. 0.87% of their portfolio DALLAS, TX 232,182232.2k $6.0m $6.0m 0.87% Added +39.8k +39,825
30 Parallel Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 220,481220.5k $5.7m $5.7m 0.09% Added +17.1k +17,093
31 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 218,132218.1k $5.7m $5.7m 0.07% New
32 HANCOCK WHITNEY CORP 0.09% of their portfolio GULFPORT, MS 211,349211.3k $5.5m $5.5m 0.09% Added +20.0k +20,004
33 Krilogy Financial LLC 0.16% of their portfolio ST. LOUIS, MO 201,927201.9k $5.3m $5.3m 0.16% Reduced -2.1k -2,141
34 4Thought Financial Group Inc. 2.26% of their portfolio SYOSSET, NY 184,936184.9k $4.8m $4.8m 2.26% Added +10.8k +10,845
35 LYELL WEALTH MANAGEMENT, LP 0.29% of their portfolio MENLO PARK, CA 181,335181.3k $4.7m $4.7m 0.29% Added +52.5k +52,500
36 Paradigm, Strategies in Wealth Management, LLC 2.47% of their portfolio Maple Grove, MN 155,677155.7k $4.1m $4.1m 2.47% Reduced -39.7k -39,682
37 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 152,066152.1k $4.0m $4.0m 0.04% Reduced -25.7k -25,705
38 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 129,750129.8k $3.4m $3.4m 0.00% Added +11.7k +11,668
39 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 126,985127.0k $3.3m $3.3m 0.01% New
40 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 120,298120.3k $3.1m $3.1m 0.05% Added +61 +61
41 MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio BENE-BERAQ, L3 119,534119.5k $3.1m $3.1m 0.02% Added +21.0k +21,029
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 118,097118.1k $3.0m $3.0m 0.01% Added +33.3k +33,283
43 Atlantic Union Bankshares Corp 0.05% of their portfolio GLEN ALLEN, VA 103,669103.7k $2.7m $2.7m 0.05% Reduced -28.1k -28,078
44 Marathon Mission, Inc. 1.30% of their portfolio ALBANY, NY 100,156100.2k $2.6m $2.6m 1.30% Reduced -1.7k -1,653
45 Stonebrook Private Inc. 0.44% of their portfolio NORTHVILLE, MI 93,51893.5k $2.4m $2.4m 0.44% Added +1.5k +1,469
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 84,65584.7k $2.2m $2.2m 0.00% Added +19.4k +19,394
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 79,50579.5k $2.1m $2.1m 0.00% Reduced -5.2k -5,179
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 78,19578.2k $2.0m $2.0m 0.00% Added +18.1k +18,111
49 Archford Capital Strategies, LLC 0.20% of their portfolio SWANSEA, IL 76,28676.3k $2.0m $2.0m 0.20% Reduced -4.1k -4,087
50 Segment Wealth Management, LLC 0.08% of their portfolio HOUSTON, TX 61,80061.8k $1.6m $1.6m 0.08% Added +10.4k +10,390
51 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 58,17758.2k $1.5m $1.5m 0.01% Reduced -5.1k -5,060
52 Associated Banc-Corp 0.04% of their portfolio Green Bay, WI 57,70357.7k $1.5m $1.5m 0.04% Added +6.7k +6,659
53 Roble, Belko & Company, Inc 0.16% of their portfolio SEWICKLEY, PA 57,69657.7k $1.5m $1.5m 0.16% New
54 FULTON BREAKEFIELD BROENNIMAN LLC 0.07% of their portfolio Bethesda, MD 45,35145.4k $1.2m $1.2m 0.07% Added +8.7k +8,687
55 COLDSTREAM CAPITAL MANAGEMENT INC 0.01% of their portfolio BELLEVUE, WA 41,45741.5k $1.1m $1.1m 0.01% Unchanged
56 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,42539.4k $1.0m $1.0m 0.00% Added +18.8k +18,844
57 MCF Advisors LLC 0.04% of their portfolio LEXINGTON, KY 38,52338.5k $1.0m $1.0m 0.04% Unchanged
58 Gilbert & Cook, Inc. 0.11% of their portfolio WEST DES MOINES, IA 37,68037.7k $981.6k $981.6k 0.11% Unchanged
59 LITTLE HOUSE CAPITAL LLC 0.20% of their portfolio BRAINTREE, MA 34,36834.4k $895.3k $895.3k 0.20% Added +916 +916
60 Stokes Family Office, LLC 0.10% of their portfolio NEW ORLEANS, LA 31,51531.5k $821.0k $821.0k 0.10% Added +4.5k +4,515
61 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 27,47427.5k $715.7k $715.7k 0.00% Added +831 +831
62 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 27,35327.4k $712.5k $712.5k 0.03% New
63 Aspen Wealth Management LLC 0.11% of their portfolio FORT WORTH, TX 25,70825.7k $669.7k $669.7k 0.11% New
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,31125.3k $659.4k $659.4k 0.00% Added +2.7k +2,683
65 Montecito Bank & Trust 0.10% of their portfolio SANTA BARBARA, CA 25,30225.3k $659.1k $659.1k 0.10% Added +261 +261
66 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 25,12925.1k $654.6k $654.6k 0.01% Added +4.3k +4,254
67 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 23,03023.0k $599.9k $599.9k 0.01% Added +4.8k +4,833
68 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 22,34322.3k $582.0k $582.0k 0.01% Added +2.4k +2,447
69 PRECEDENT WEALTH PARTNERS, LLC 0.09% of their portfolio HOUSTON, TX 21,74321.7k $566.4k $566.4k 0.09% New
70 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 21,20321.2k $552.3k $552.3k 0.01% Added +10.4k +10,440
71 First National Trust Co 0.02% of their portfolio Johnstown, PA 20,30620.3k $529.0k $529.0k 0.02% Added +1.3k +1,311
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,15920.2k $526.5k $526.5k 0.00% Added +1.2k +1,154
73 McGlone Suttner Wealth Management, Inc. 0.06% of their portfolio APPLETON, WI 19,86619.9k $517.5k $517.5k 0.06% Added +215 +215
74 Gradient Capital Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 19,51819.5k $508.4k $508.4k 0.12% Added +1.5k +1,532
75 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.00% of their portfolio Cincinnati, OH 19,27519.3k $502.1k $502.1k 0.00% Unchanged
76 Reliant Wealth Planning 0.14% of their portfolio LOUISVILLE, KY 19,05019.1k $496.3k $496.3k 0.14% Unchanged
77 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 18,37118.4k $478.6k $478.6k 0.00% Added +1.1k +1,067
78 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.01% of their portfolio MINNEAPOLIS, MN 18,10218.1k $471.6k $471.6k 0.01% Added +1.1k +1,142
79 COWA, LLC 0.12% of their portfolio Tulsa, OK 17,74117.7k $462.2k $462.2k 0.12% New
80 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,68917.7k $460.8k $460.8k 0.00% Added +495 +495
81 Koesten, Hirschmann & Crabtree, INC. 0.19% of their portfolio OVERLAND PARK, KS 17,52017.5k $456.4k $456.4k 0.19% Added +6.0k +5,970
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,31816.3k $425.1k $425.1k 0.00% Added +2.1k +2,122
83 XML Financial, LLC 0.03% of their portfolio BETHESDA, MD 16,24516.2k $423.2k $423.2k 0.03% Added +2.8k +2,768
84 Glenview Trust Co 0.01% of their portfolio Louisville, KY 15,60915.6k $406.6k $406.6k 0.01% Added +2.0k +2,000
85 10Elms LLP 0.17% of their portfolio TULSA, OK 15,15015.2k $394.7k $394.7k 0.17% Added +11.6k +11,600
86 LBMC INVESTMENT ADVISORS, LLC 0.02% of their portfolio BRENTWOOD, TN 14,60014.6k $380.3k $380.3k 0.02% Unchanged
87 FIDUCIARY FINANCIAL ADVISORS 0.04% of their portfolio GRAND RAPIDS, MI 14,09814.1k $367.3k $367.3k 0.04% New
88 Greater Midwest Financial Group, LLC 0.18% of their portfolio ST. PAUL, MN 14,04814.0k $366.0k $366.0k 0.18% Added +145 +145
89 Sterling Investment Advisors, Ltd. 0.06% of their portfolio BERWYN, PA 13,72513.7k $357.5k $357.5k 0.06% Added +3.6k +3,610
90 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 13,61913.6k $354.3k $354.3k 0.00% Added +2.4k +2,424
91 Quantum Financial Advisors, LLC 0.03% of their portfolio SANTA MONICA, CA 13,22613.2k $344.5k $344.5k 0.03% Added +955 +955
92 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,59412.6k $328.1k $328.1k 0.00% Reduced -562 -562
93 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,39312.4k $322.8k $322.8k 0.00% Added +1.9k +1,913
94 CVA Family Office, LLC 0.03% of their portfolio DENVER, CO 11,94911.9k $311.3k $311.3k 0.03% Unchanged
95 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 11,45411.5k $298.4k $298.4k 0.00% Added +3.6k +3,566
96 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 11,09611.1k $289.0k $289.0k 0.01% New
97 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 10,98211.0k $286.1k $286.1k 0.01% Added +3.0k +3,031
98 SEAVIEW INVESTMENT MANAGERS LLC 0.08% of their portfolio MIAMI, FL 10,84110.8k $282.4k $282.4k 0.08% Reduced -165 -165
99 ROMANO BROTHERS AND COMPANY 0.03% of their portfolio EVANSTON, IL 10,38510.4k $270.5k $270.5k 0.03% Added +2.1k +2,086
100 KINTRA WEALTH, LLC 0.01% of their portfolio WILLIAMSPORT, PA 10,06210.1k $258.0k $258.0k 0.01% Unchanged