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Ishrs Ibond DEC 2033 TM ETF (IBMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hills Bank & Trust Co
INCREASED
Shares35,815 from 20,820
Change+14,995 (+72%)
Value$856.4K (+$327.2K)
Filed 2026-11-10
Coldstream Capital Management Inc
INCREASED
Shares32,530 from 11,868
Change+20,662 (+174%)
Value$777.9K (+$476.2K)
Filed 2026-11-09
Heritage Family Offices, LLP
UNCHANGED
Shares11,124 from 11,124
Change0 (0%)
Value$266.0K (-$16.8K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
NEW
Shares10,544
Change+10,544
Value$252.1K
Filed 2026-10-16
Howland Capital Management LLC
NEW
Shares9,658
Change+9,658
Value$230.9K
Filed 2026-10-22
Parallel Advisors, LLC
NEW
Shares4,000
Change+4,000
Value$95.6K
Filed 2026-11-03
Addison Advisors LLC
INCREASED
Shares1,765 from 1,015
Change+750 (+74%)
Value$42.2K (+$16.4K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,124
Change-11,124 (-100%)
Value$0 (-$282.8K)
Filed 2026-10-27
Lido Advisors, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-04
Status
Hills Bank & Trust Co
INCREASED35,81520,820+14,995+72%$529.2K$856.4K+$327.2K2026-11-10
Coldstream Capital Management Inc
INCREASED32,53011,868+20,662+174%$301.7K$777.9K+$476.2K2026-11-09
Heritage Family Offices, LLP
UNCHANGED11,12411,12400%$282.8K$266.0K-$16.8K2026-11-02
Cyndeo Wealth Partners, LLC
NEW10,544—+10,544——$252.1K—2026-10-16
Howland Capital Management LLC
NEW9,658—+9,658——$230.9K—2026-10-22
Parallel Advisors, LLC
NEW4,000—+4,000——$95.6K—2026-11-03
Addison Advisors LLC
INCREASED1,7651,015+750+74%$25.8K$42.2K+$16.4K2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED011,124-11,124-100%$282.8K$0-$282.8K2026-10-27
Lido Advisors, LLC
CLOSED08,000-8,000-100%$203.4K$0-$203.4K2026-11-04
Showing 9 of 9 institutions