Who Owns iShares iBonds Dec 2028 Term Treasury ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares iBonds Dec 2028 Term Treasury ETF.
Who crossed 5% of IBTI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Heartwood Wealth Advisors LLCETF1.3M shadded | $29.2M |
| ATWOOD & PALMER INCCOM881K shtrimmed | $19.3M |
| Delta Wealth Advisors LLCIBONDS 28 TRM TS827.4K shadded | $18.1M |
| Legacy Private Trust Co.IBONDS 28 TRM TS574.6K shtrimmed | $12.6M |
| Trust CoETF519.2K shadded | $11.4M |
| TITLEIST ASSET MANAGEMENT, LLCIBONDS 28 TRM TS406.7K shadded | $8.9M |
| Wealth Enhancement Trust Services, Inc.IBONDS 28 TRM TS360K sh— | $7.9M |
| Apella Capital, LLCIBONDS 28 TRM TS242.5K shadded | $5.3M |
| COLTON GROOME FINANCIAL ADVISORS, LLCIBONDS 28 TRM TS189.2K shadded | $4.1M |
| Horizons Wealth ManagementETF56.1K shadded | $1.2M |
| Gradient Investments LLCIBONDS 28 TRM TS49.6K shadded | $1.1M |
| Prosperity Planning, Inc.IBONDS 28 TRM TS39.2K shadded | $859.9K |
| Mendota Financial Group, LLCIBONDS 28 TRM TS31.5K shadded | $690K |
| Avidian Wealth Enterprises, LLCIBONDS 28 TRM TS18.6K shtrimmed | $407.7K |
| Farther Finance Advisors, LLCETF14.7K shadded | $322.2K |
| Cambridge Financial Group, LLCIBONDS 28 TRM TS11.5K shheld | $254.6K |
| Conrad Siegel Investment Advisors, Inc.IBONDS 28 TRM TS10.2K shadded | $224K |
| GILPIN WEALTH MANAGEMENT, LLCIBONDS 28 TRM TS379 shheld | $8.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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