IBTP — ISHARES IBONDS DEC 2034 ETF
As of Q2 2026, 7 SEC-registered investment managers reported holding IBTP (ISHARES IBONDS DEC 2034 ETF) in their latest 13F filings, with a combined reported value of $12.35M across 486.53K shares. That is +15.3% by share count (+64.57K shares) versus the previous quarter, while reported value moved +14.2%. Ownership is concentrated: the five largest holders account for 93.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 183.78K | $4.67M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 134.27K | $3.41M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 54.89K | $1.39M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 50.18K | $1.27M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 31.82K | $807.87K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 20.80K | $527.90K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 10.79K | $273.91K | 0.00% | New |
| JPMorgan Chase & Co history | Q1 2025 | 264 | $6.78K | 0.00% | New |
New Positions (Q2 2026)
- BNY Mellon 10.79K sh · $273.91K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | — | — | — | 157.17K | 152.95K | 183.78K |
| UBS Group AG | — | — | — | — | — | — | 12.33K | 132.80K | 134.27K |
| Citadel Advisors | 47.76K | 22.85K | 18.89K | — | — | 30.32K | 28.82K | 40.66K | 54.89K |
| Bank of America Corp | — | — | — | — | 19.02K | 28.07K | 38.79K | 41.63K | 50.18K |
| Goldman Sachs Group | — | 9.90K | 9.90K | 33.55K | 33.55K | 34.19K | 33.55K | 31.82K | 31.82K |
| Wells Fargo & Co | — | — | — | — | 379 | — | 8.51K | 22.09K | 20.80K |
| BNY Mellon | — | — | — | — | — | — | — | — | 10.79K |
| JPMorgan Chase & Co | — | — | — | 264 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details