iShares Ibonds DEC 2029 M BD ETF (IBMR): 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 1.0%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: +$868K (+34 K shares) · bought $868K 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$8.1M1.0%+0.1 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IBMR (all 13F filers)
- Mercer Global Advisors1.7 MWealth adviser+20 K
- Bank of America1.7 MBank or trading desk+169 K
- Clearstead Advisors1.0 MType not verified+27 K
- HighTower Advisors737 KWealth adviser+3,615
- Lbmc Investment Advisors520 KType not verified+33 K
- Wells Fargo439 KBank or trading desk+18 K
- US Bancorp424 KBank or trading desk+40 K
- Paradiem396 KType not verified0
- Kathmere Capital Management347 KType not verified+74 K
- Lido Advisors339 KWealth adviser−8,765
- Shares
- 1.7 M
- Change
- +20 K
See more
- Type
- Wealth adviser
- Value
- $44.2M
- Shares
- 1.7 M
- Change
- +169 K
See more
- Type
- Bank or trading desk
- Value
- $43.3M
- Shares
- 1.0 M
- Change
- +27 K
See more
- Type
- Type not verified
- Value
- $25.6M
- Shares
- 737 K
- Change
- +3,615
See more
- Type
- Wealth adviser
- Value
- $18.7M
- Shares
- 520 K
- Change
- +33 K
See more
- Type
- Type not verified
- Value
- $13.2M
- Shares
- 439 K
- Change
- +18 K
See more
- Type
- Bank or trading desk
- Value
- $11.1M
- Shares
- 424 K
- Change
- +40 K
See more
- Type
- Bank or trading desk
- Value
- $10.8M
- Paradiem
- Shares
- 396 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $10.1M
- Shares
- 347 K
- Change
- +74 K
See more
- Type
- Type not verified
- Value
- $8.8M
- Shares
- 339 K
- Change
- −8,765
See more
- Type
- Wealth adviser
- Value
- $8.6M
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 ↗