IBMO · iShares iBonds Dec 2026 Term Muni Bond ETF ETF
$25.61
+0.01 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $624,076
Total Shares: 24,340
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2025Top Holder
65.3%
+13.1 pts
Top 5
100.0%
+11.7 pts
Top 10
100.0%
+1.7 pts
HHI
5,466
Highly concentrated+2,319
Quarterly Activity
vs Sep 30, 2025
New
2
Increased
0
Decreased
0
Sold Out
14
Unchanged
0
Holder count:
-12
Institutional value:
-98.0%
Shares held:
-98.0%
Top New Positions
vs Sep 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 15,887 | $407,342 | |
| Small HORAN Wealth, LLC | 8,453 | $216,734 |
Top Sold-Out Positions
vs Sep 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large NewEdge Advisors, LLC | 645,225 | $16,556,473 | |
| Mega RAYMOND JAMES FINANCIAL INC | 190,853 | $4,897,287 | |
| Mid COLDSTREAM CAPITAL MANAGEMENT INC | 118,698 | $3,045,790 | |
| Large REGIONS FINANCIAL CORP | 71,865 | $1,844,055 | |
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC | 64,995 | $1,667,771 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBMO | $407,342 | 65.27% | 15,887 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC IBMO | $216,734 | 34.73% | 8,453 | Shares | 2026-08-26 |