iShares Ibonds DEC 2026 Term ETF (IBMO): 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 with a median weight of 1.1%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 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.
Concentrated managers holding it
- Covington Investment Advisors$8.3M1.1%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IBMO (all 13F filers)
- Bank of America2.1 MBank or trading desk+69 K
- Mercer Global Advisors1.7 MWealth adviser+118 K
- Rossmore Private Capital1.4 MType not verified−66
- NewEdge Advisors732 KWealth adviser+32 K
- US Bancorp653 KBank or trading desk+8,958
- Lido Advisors556 KWealth adviser−13 K
- Kathmere Capital Management554 KType not verified+94 K
- Lbmc Investment Advisors520 KType not verified−4,839
- Wells Fargo461 KBank or trading desk−2,238
- LPL Financial387 KWealth adviser−17 K
- Shares
- 2.1 M
- Change
- +69 K
See more
- Type
- Bank or trading desk
- Value
- $52.7M
- Shares
- 1.7 M
- Change
- +118 K
See more
- Type
- Wealth adviser
- Value
- $43.5M
- Shares
- 1.4 M
- Change
- −66
See more
- Type
- Type not verified
- Value
- $37.0M
- Shares
- 732 K
- Change
- +32 K
See more
- Type
- Wealth adviser
- Value
- $18.8M
- Shares
- 653 K
- Change
- +8,958
See more
- Type
- Bank or trading desk
- Value
- $16.7M
- Shares
- 556 K
- Change
- −13 K
See more
- Type
- Wealth adviser
- Value
- $14.2M
- Shares
- 554 K
- Change
- +94 K
See more
- Type
- Type not verified
- Value
- $14.2M
- Shares
- 520 K
- Change
- −4,839
See more
- Type
- Type not verified
- Value
- $13.3M
- Shares
- 461 K
- Change
- −2,238
See more
- Type
- Bank or trading desk
- Value
- $11.8M
- Shares
- 387 K
- Change
- −17 K
See more
- Type
- Wealth adviser
- Value
- $9.9M
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 ↗