iShares Ibonds DEC 2029 Term ETF (IBDU): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it; combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 0.5%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$1.8M (+77 K shares) · bought $1.8M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Accumulation: combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.
Concentrated managers holding it
- Covington Investment AdvisorsIncreased$3.8M0.5%+0.2 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IBDU (all 13F filers)
- Shufro Rose8.7 MType not verified+4.7 M
- Bank of America7.6 MBank or trading desk+317 K
- Aptus Capital Advisors6.5 MType not verified+116 K
- Morgan Stanley6.5 MBank or trading desk−205 K
- Mercer Global Advisors5.8 MWealth adviser+758 K
- Capital Advisors5.1 MType not verified+57 K
- Capital Investment Advisors4.0 MType not verified+172 K
- UBS Group3.9 MBank or trading desk+206 K
- Raymond James Financial3.6 MWealth adviser+427 K
- HM Payson3.1 MType not verified+315 K
- Shares
- 8.7 M
- Change
- +4.7 M
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- Type
- Type not verified
- Value
- $201M
- Shares
- 7.6 M
- Change
- +317 K
See more
- Type
- Bank or trading desk
- Value
- $177M
- Shares
- 6.5 M
- Change
- +116 K
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- Type
- Type not verified
- Value
- $150M
- Shares
- 6.5 M
- Change
- −205 K
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- Type
- Bank or trading desk
- Value
- $150M
- Shares
- 5.8 M
- Change
- +758 K
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- Type
- Wealth adviser
- Value
- $134M
- Shares
- 5.1 M
- Change
- +57 K
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- Type
- Type not verified
- Value
- $119M
- Shares
- 4.0 M
- Change
- +172 K
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- Type
- Type not verified
- Value
- $93.5M
- Shares
- 3.9 M
- Change
- +206 K
See more
- Type
- Bank or trading desk
- Value
- $90.0M
- Shares
- 3.6 M
- Change
- +427 K
See more
- Type
- Wealth adviser
- Value
- $83.4M
- Shares
- 3.1 M
- Change
- +315 K
See more
- Type
- Type not verified
- Value
- $72.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗