Vault-13

ISHARES TR IBIG

IBONDS OCT 2030 · ETP · CUSIP 46438G885

30 institutional holders +5 vs Q1 2026
3,054,9463.1m shares reported held*
$80.2mreported value*
8 new 13 added 5 reduced 2 sold out net bought ≈ $15.2m (+580.3k 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 ≈ $26.25.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 23: 3Q4 23: 5Q1 24: 6Q2 24: 8Q3 24: 8Q4 24: 10Q1 25: 13Q2 25: 17Q3 25: 19Q4 25: 19Q1 26: 25Q2 26: 3030Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20233
Q4 20235
Q1 20246
Q2 20248
Q3 20248
Q4 202410
Q1 202513
Q2 202517
Q3 202519
Q4 202519
Q1 202625
Q2 202630

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 4 bought or addedQ3 24: 2 cut or sold outQ4 24: 7 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 3 cut or sold outQ2 25: 13 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 5 cut or sold outQ4 25: 15 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 17 bought or addedQ1 26: 6 cut or sold outQ2 26: 21 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202442
Q4 202472
Q1 202563
Q2 2025133
Q3 2025155
Q4 2025154
Q1 2026176
Q2 2026217

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +351,483+351.5k
MORGAN STANLEY New +124,436+124.4k
BlackRock, Inc. Added +70,414+70.4k
OSAIC HOLDINGS, INC. Added +46,180+46.2k
JANE STREET GROUP, LLC New +40,212+40.2k
IFG Advisory, LLC New +38,892+38.9k
BlackDiamond Wealth Management, LLC New +16,572+16.6k
CENTRAL TRUST Co Added +12,209+12.2k
D.A. DAVIDSON & CO. Added +11,372+11.4k
COMMONWEALTH EQUITY SERVICES, LLC New +9,012+9.0k

Biggest sellers

TRUE Private Wealth Advisors Reduced -84,580-84.6k
CITADEL ADVISORS LLC Sold out -40,561-40.6k
Tower Research Capital LLC (TRC) Sold out -28,557-28.6k
ROYAL BANK OF CANADA Reduced -4,256-4.3k
FLOW TRADERS U.S. LLC Reduced -3,842-3.8k
Steward Partners Investment Advisory, LLC Reduced -120-120
NewEdge Advisors, LLC Reduced -26-26

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TRUE Private Wealth Advisors 2.96% of their portfolio Salem, OR 1,308,1621.3m $34.4m $34.4m 2.96% Reduced -84.6k -84,580
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 506,893506.9k $13.3m $13.3m 0.00% Added +351.5k +351,483
3 Quantum Financial Advisors, LLC 0.73% of their portfolio SANTA MONICA, CA 281,307281.3k $7.4m $7.4m 0.73% Added +2.8k +2,818
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 170,663170.7k $4.5m $4.5m 0.00% Added +70.4k +70,414
5 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 163,246163.2k $4.3m $4.3m 0.02% Added +11.4k +11,372
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 124,436124.4k $3.3m $3.3m 0.00% New
7 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 81,84781.8k $2.1m $2.1m 0.04% Added +12.2k +12,209
8 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,03263.0k $1.7m $1.7m 0.00% Added +46.2k +46,180
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 48,27548.3k $1.3m $1.3m 0.00% Unchanged
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,21240.2k $1.1m $1.1m 0.00% New
11 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 38,89238.9k $1.0m $1.0m 0.04% New
12 JIM SAULNIER & ASSOCIATES, LLC 0.31% of their portfolio FORT COLLINS, CO 28,97429.0k $760.8k $760.8k 0.31% Added +3.8k +3,785
13 Bradley & Co. Private Wealth Management, LLC 0.35% of their portfolio MIAMI, FL 28,32928.3k $743.9k $743.9k 0.35% Added +29 +29
14 MKT Advisors LLC 0.19% of their portfolio CARLSBAD, CA 24,26524.3k $622.4k $622.4k 0.19% Added +1.6k +1,600
15 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 20,42220.4k $536.0k $536.0k 0.02% Reduced -3.8k -3,842
16 ARK & TLK INVESTMENTS, LLC 0.12% of their portfolio OKLAHOMA CITY, OK 18,82518.8k $494.3k $494.3k 0.12% Unchanged
17 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,88817.9k $469.7k $469.7k 0.00% Reduced -26 -26
18 BlackDiamond Wealth Management, LLC 0.17% of their portfolio NEW YORK, NY 16,57216.6k $424.8k $424.8k 0.17% New
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,77214.8k $387.9k $387.9k 0.00% Added +1.3k +1,328
20 4Thought Financial Group Inc. 0.17% of their portfolio SYOSSET, NY 13,83513.8k $363.3k $363.3k 0.17% Added +455 +455
21 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,82911.8k $310.6k $310.6k 0.00% Added +3 +3
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,1559.2k $240.0k $240.0k 0.00% Reduced -4.3k -4,256
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,0129.0k $236.7k $236.7k 0.00% New
24 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8,5078.5k $223.4k $223.4k 0.00% New
25 FMR LLC 0.00% of their portfolio BOSTON, MA 2,6282.6k $69.0k $69.0k 0.00% New
26 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1361.1k $29.8k $29.8k 0.00% Unchanged
27 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 769769 $20.2k $20.2k 0.00% Unchanged
28 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 665665 $17.5k $17.5k 0.00% Reduced -120 -120
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 346346 $9.1k $9.1k 0.00% Added +283 +283
30 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5252 $1.4k $1.4k 0.00% New