ISHARES TR IBONDS DEC 2031 is a security (CUSIP 46436E486) tracked across SEC portfolio filings. 302 institutional managers reported $1.9B 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 302 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $154.7M | 7,393,304 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $108.1M | 5,166,787 |
| MORGAN STANLEY | NEW YORK, NY | $105.9M | 5,058,827 |
| Capital Investment Advisors, LLC | ATLANTA, GA | $80.4M | 3,841,541 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $74.6M | 3,566,527 |
| CAPITAL ADVISORS INC/OK | TULSA, OK | $70.2M | 3,366,208 |
| Venture Visionary Partners LLC | Sylvania, OH | $65.0M | 3,118,072 |
| HighTower Advisors, LLC | CHICAGO, IL | $63.6M | 3,053,931 |
| Sarver Vrooman Wealth Advisors | KANSAS CITY, MO | $46.1M | 2,220,499 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $43.5M | 2,080,313 |
| Royal Bank of Canada | TORONTO, A6 | $43.1M | 2,058,364 |
| Summit Financial, LLC | PARSIPPANY, NJ | $39.8M | 1,900,235 |
| UBS Group AG | Zurich, V8 | $39.7M | 1,894,630 |
| SIGMA INVESTMENT COUNSELORS INC | NORTHVILLE, MI | $39.6M | 1,899,841 |
| Klingman & Associates, LLC | New York, NY | $36.8M | 1,766,564 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fundamentals First ETF | Mason Capital Fund Trust | $79K | 125.53% |