iShares Ibonds DEC 2034 ETF (IBTP): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

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.

Follow IBTP for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 62

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.38

-1.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBTP (all 13F filers)

Atlantic Union Bankshares1.8 MType not verified+419 K
Confluence Investment Management965 KType not verified+46 K
Summitry879 KWealth adviser+15 K
Stifel Financial785 KWealth adviser+219 K
Benjamin Edwards723 KType not verified+217 K
D.a. Davidson422 KType not verified+37 K
Atlantic Private Wealth222 KWealth adviser−8,868
Commonwealth Equity Services209 KWealth adviser+15 K
Morgan Stanley184 KBank or trading desk+31 K
Probity Advisors174 KType not verified+28 K

Filer	Type
Atlantic Union Bankshares	Type not verified	1.8 M	+419 K	$46.9M
Confluence Investment Management	Type not verified	965 K	+46 K	$24.5M
Summitry	Wealth adviser	879 K	+15 K	$22.3M
Stifel Financial	Wealth adviser	785 K	+219 K	$19.9M
Benjamin Edwards	Type not verified	723 K	+217 K	$18.4M
D.a. Davidson	Type not verified	422 K	+37 K	$10.7M
Atlantic Private Wealth	Wealth adviser	222 K	−8,868	$5.6M
Commonwealth Equity Services	Wealth adviser	209 K	+15 K	$5.3M
Morgan Stanley	Bank or trading desk	184 K	+31 K	$4.7M
Probity Advisors	Type not verified	174 K	+28 K	$4.4M

Atlantic Union Bankshares
Shares
1.8 M
Change
+419 K
See more
Type
Type not verified
Value
$46.9M
Confluence Investment Management
Shares
965 K
Change
+46 K
See more
Type
Type not verified
Value
$24.5M
Summitry
Shares
879 K
Change
+15 K
See more
Type
Wealth adviser
Value
$22.3M
Stifel Financial
Shares
785 K
Change
+219 K
See more
Type
Wealth adviser
Value
$19.9M
Benjamin Edwards
Shares
723 K
Change
+217 K
See more
Type
Type not verified
Value
$18.4M
D.a. Davidson
Shares
422 K
Change
+37 K
See more
Type
Type not verified
Value
$10.7M
Atlantic Private Wealth
Shares
222 K
Change
−8,868
See more
Type
Wealth adviser
Value
$5.6M
Commonwealth Equity Services
Shares
209 K
Change
+15 K
See more
Type
Wealth adviser
Value
$5.3M
Morgan Stanley
Shares
184 K
Change
+31 K
See more
Type
Bank or trading desk
Value
$4.7M
Probity Advisors
Shares
174 K
Change
+28 K
See more
Type
Type not verified
Value
$4.4M

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 ↗