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Ishrs Ibond DEC 2032 TM ETF (IBMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Quantum Financial Advisors, LLC
INCREASED
Shares100,308 from 91,626
Change+8,682 (+9%)
Value$2.4M (+$86.3K)
Filed 2026-11-03
Coldstream Capital Management Inc
INCREASED
Shares52,149 from 28,425
Change+23,724 (+83%)
Value$1.3M (+$533.4K)
Filed 2026-11-09
Members Wealth LLC
NEW
Shares44,116
Change+44,116
Value$1.1M
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
NEW
Shares31,504
Change+31,504
Value$758.9K
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares27,964 from 9,682
Change+18,282 (+189%)
Value$673.6K (+$427.4K)
Filed 2026-11-02
Howland Capital Management LLC
NEW
Shares17,140
Change+17,140
Value$412.9K
Filed 2026-10-22
Carnegie Investment Counsel
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$385.4K (-$21.4K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares12,860 from 12,860
Change0 (0%)
Value$309.8K (-$17.2K)
Filed 2026-10-27
Heritage Family Offices, LLP
UNCHANGED
Shares11,124 from 11,124
Change0 (0%)
Value$268.0K (-$14.9K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW
Shares11,016
Change+11,016
Value$265.4K
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
NEW
Shares10,456
Change+10,456
Value$251.9K
Filed 2026-10-16
Leavell Investment Management, Inc.
UNCHANGED
Shares10,060 from 10,060
Change0 (0%)
Value$242.3K (-$13.5K)
Filed 2026-11-09
IFP Advisors, Inc
UNCHANGED
Shares5,269 from 5,269
Change0 (0%)
Value$126.9K (-$7.1K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
NEW
Shares4,000
Change+4,000
Value$96.4K
Filed 2026-10-20
Parallel Advisors, LLC
NEW
Shares4,000
Change+4,000
Value$96.4K
Filed 2026-11-03
10Elms LLP
INCREASED
Shares3,000 from 2,400
Change+600 (+25%)
Value$72.3K (+$11.2K)
Filed 2026-11-06
Addison Advisors LLC
INCREASED
Shares1,265 from 1,015
Change+250 (+25%)
Value$30.5K (+$4.7K)
Filed 2026-11-06
Adirondack Trust Co
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$28.4K (-$1.6K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 11,124
Change-11,124 (-100%)
Value$0 (-$282.9K)
Filed 2026-10-27
Lbmc Investment Advisors, LLC
N/A
Shares— from 49,365
Change-49,365 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 38,433
Change-38,433 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 23,716
Change-23,716 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Status
Quantum Financial Advisors, LLC
INCREASED100,30891,626+8,682+9%$2.3M$2.4M+$86.3K2026-11-03
Coldstream Capital Management Inc
INCREASED52,14928,425+23,724+83%$722.8K$1.3M+$533.4K2026-11-09
Members Wealth LLC
NEW44,116—+44,116——$1.1M—2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
NEW31,504—+31,504——$758.9K—2026-10-14
Kestra Advisory Services, LLC
INCREASED27,9649,682+18,282+189%$246.2K$673.6K+$427.4K2026-11-02
Howland Capital Management LLC
NEW17,140—+17,140——$412.9K—2026-10-22
Carnegie Investment Counsel
UNCHANGED16,00016,00000%$406.9K$385.4K-$21.4K2026-10-20
Rossmore Private Capital
UNCHANGED12,86012,86000%$327.0K$309.8K-$17.2K2026-10-27
Heritage Family Offices, LLP
UNCHANGED11,12411,12400%$282.9K$268.0K-$14.9K2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW11,016—+11,016——$265.4K—2026-10-23
Cyndeo Wealth Partners, LLC
NEW10,456—+10,456——$251.9K—2026-10-16
Leavell Investment Management, Inc.
UNCHANGED10,06010,06000%$255.8K$242.3K-$13.5K2026-11-09
IFP Advisors, Inc
UNCHANGED5,2695,26900%$134.0K$126.9K-$7.1K2026-10-16
Physician Wealth Advisors, Inc.
NEW4,000—+4,000——$96.4K—2026-10-20
Parallel Advisors, LLC
NEW4,000—+4,000——$96.4K—2026-11-03
10Elms LLP
INCREASED3,0002,400+600+25%$61.0K$72.3K+$11.2K2026-11-06
Addison Advisors LLC
INCREASED1,2651,015+250+25%$25.8K$30.5K+$4.7K2026-11-06
Adirondack Trust Co
UNCHANGED1,1801,18000%$30.0K$28.4K-$1.6K2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED011,124-11,124-100%$282.9K$0-$282.9K2026-10-27
Lbmc Investment Advisors, LLC
N/A—49,365-49,365-100%$1.3M———
Jane Street Group, LLC
N/A—38,433-38,433-100%$977.3K———
Hills Bank & Trust Co
N/A—23,716-23,716-100%$603.1K———
BlackRock, Inc.
N/A—70-70-100%$1.8K———
Showing 23 of 23 institutions