iShares Ibonds DEC 2027 Term ETF (IBMP): 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 1.2%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$200K (+8 K shares) · bought $200K 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 AdvisorsIncreased$9.6M1.2%+0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IBMP (all 13F filers)
- Bank of America2.7 MBank or trading desk+304 K
- Mercer Global Advisors1.8 MWealth adviser+94 K
- Wells Fargo1.1 MBank or trading desk+20 K
- Clearstead Advisors1.0 MType not verified+25 K
- US Bancorp745 KBank or trading desk+51 K
- Heartwood Wealth Advisors698 KWealth adviser+61 K
- Lbmc Investment Advisors585 KType not verified+18 K
- HighTower Advisors550 KWealth adviser−435 K
- Lido Advisors547 KWealth adviser−13 K
- LPL Financial525 KWealth adviser+32 K
- Shares
- 2.7 M
- Change
- +304 K
See more
- Type
- Bank or trading desk
- Value
- $67.6M
- Shares
- 1.8 M
- Change
- +94 K
See more
- Type
- Wealth adviser
- Value
- $46.8M
- Shares
- 1.1 M
- Change
- +20 K
See more
- Type
- Bank or trading desk
- Value
- $27.0M
- Shares
- 1.0 M
- Change
- +25 K
See more
- Type
- Type not verified
- Value
- $25.4M
- Shares
- 745 K
- Change
- +51 K
See more
- Type
- Bank or trading desk
- Value
- $18.9M
- Shares
- 698 K
- Change
- +61 K
See more
- Type
- Wealth adviser
- Value
- $17.7M
- Shares
- 585 K
- Change
- +18 K
See more
- Type
- Type not verified
- Value
- $14.9M
- Shares
- 550 K
- Change
- −435 K
See more
- Type
- Wealth adviser
- Value
- $14.0M
- Shares
- 547 K
- Change
- −13 K
See more
- Type
- Wealth adviser
- Value
- $13.9M
- Shares
- 525 K
- Change
- +32 K
See more
- Type
- Wealth adviser
- Value
- $13.3M
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 ↗