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Ishr Ibds D 2035 Term MB ETF (IBMX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hills Bank & Trust Co
NEW
Shares162,227
Change+162,227
Value$3.8M
Filed 2026-11-10
Heritage Family Offices, LLP
UNCHANGED
Shares11,287 from 11,287
Change0 (0%)
Value$262.9K (-$21.5K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
NEW
Shares9,150
Change+9,150
Value$213.1K
Filed 2026-10-20
Addison Advisors LLC
NEW
Shares1,650
Change+1,650
Value$38.4K
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,287
Change-11,287 (-100%)
Value$0 (-$284.4K)
Filed 2026-10-27
BlackRock, Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Status
Hills Bank & Trust Co
NEW162,227—+162,227——$3.8M—2026-11-10
Heritage Family Offices, LLP
UNCHANGED11,28711,28700%$284.4K$262.9K-$21.5K2026-11-02
Physician Wealth Advisors, Inc.
NEW9,150—+9,150——$213.1K—2026-10-20
Addison Advisors LLC
NEW1,650—+1,650——$38.4K—2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED011,287-11,287-100%$284.4K$0-$284.4K2026-10-27
BlackRock, Inc.
N/A—100,000-100,000-100%$2.5M———
Showing 6 of 6 institutions