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IBTP — ISHARES IBONDS DEC 2034 ETF

Reported value held$12.36M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)7
Institutional value$12.35M · 486.53K sh
New / Add / Cut / Exit1 / 4 / 1 / 0
Top-5 / Top-10 concentration93.5% / 100.0%
Institutional holdings change Accumulating +15.3% (+64.57K sh)
Institutional value change Up +14.2%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — — — — —

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