ISHARES TR IBONDS DEC 29 is a security (CUSIP 46436E205) tracked across SEC portfolio filings. 399 institutional managers reported $2.9B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $79K via N-PORT as of 2026-03-31.
Showing 15 of 399 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $170.1M | 7,313,604 |
| MORGAN STANLEY | NEW YORK, NY | $155.7M | 6,692,831 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $148.4M | 6,381,013 |
| CAPITAL ADVISORS INC/OK | TULSA, OK | $119.0M | 5,140,239 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $117.1M | 5,033,782 |
| SHUFRO ROSE & CO LLC | NEW YORK, NY | $92.5M | 3,978,128 |
| Capital Investment Advisors, LLC | ATLANTA, GA | $89.9M | 3,864,206 |
| UBS Group AG | Zurich, V8 | $85.6M | 3,681,557 |
| Lido Advisors, LLC | Los Angeles, CA | $76.0M | 3,267,016 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $73.8M | 3,172,199 |
| HM PAYSON & CO | PORTLAND, ME | $72.8M | 3,142,337 |
| LPL Financial LLC | FORT MILL, SC | $55.4M | 2,383,159 |
| Royal Bank of Canada | TORONTO, A6 | $54.4M | 2,340,571 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $49.4M | 2,125,189 |
| SUMMITRY LLC | Foster City, CA | $46.8M | 2,022,397 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fundamentals First ETF | Mason Capital Fund Trust | $79K | 125.93% |