Who Owns iShares iBonds Dec 2029 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 2029 Term Treasury ETF.
Who crossed 5% of IBTJ →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 |
|---|---|
| ATWOOD & PALMER INCCOM913.5K shtrimmed | $19.4M |
| Legacy Private Trust Co.IBONDS 29 TRM TS549.6K shtrimmed | $11.7M |
| Heartwood Wealth Advisors LLCETF456.2K shadded | $9.7M |
| Wealth Enhancement Trust Services, Inc.IBONDS 29 TRM TS370K sh— | $7.9M |
| Apella Capital, LLCIBONDS 29 TRM TS151.7K shadded | $3.2M |
| TITLEIST ASSET MANAGEMENT, LLCIBONDS 29 TRM TS106.3K shadded | $2.3M |
| Mendota Financial Group, LLCIBONDS 29 TRM TS32.1K shadded | $681.5K |
| Prosperity Planning, Inc.IBONDS 29 TRM TS24.7K shadded | $525.1K |
| Cambridge Financial Group, LLCIBONDS 29 TRM TS14K shheld | $303.3K |
| Conrad Siegel Investment Advisors, Inc.IBONDS 29 TRM TS12.4K shadded | $263.1K |
| Horizons Wealth ManagementETF11.6K sh— | $246.6K |
| Trust CoETF10.3K shheld | $218K |
| Farther Finance Advisors, LLCETF4.7K shadded | $98.9K |
| GILPIN WEALTH MANAGEMENT, LLCIBONDS 29 TRM TS388 shheld | $8.2K |
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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