ISHARES TR IBONDS DEC 2030 is a security (CUSIP 46436E726) tracked across SEC portfolio filings. 351 institutional managers reported $2.4B 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 351 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $198.5M | 9,068,595 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $132.3M | 6,041,703 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $117.6M | 5,374,232 |
| MORGAN STANLEY | NEW YORK, NY | $103.7M | 4,738,224 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $94.2M | 4,304,559 |
| Capital Investment Advisors, LLC | ATLANTA, GA | $89.2M | 4,072,983 |
| CAPITAL ADVISORS INC/OK | TULSA, OK | $70.9M | 3,253,303 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $64.1M | 2,929,125 |
| HM PAYSON & CO | PORTLAND, ME | $59.4M | 2,726,515 |
| Royal Bank of Canada | TORONTO, A6 | $55.0M | 2,511,724 |
| HighTower Advisors, LLC | CHICAGO, IL | $54.7M | 2,510,850 |
| UBS Group AG | Zurich, V8 | $46.3M | 2,117,088 |
| Lido Advisors, LLC | Los Angeles, CA | $43.3M | 1,980,284 |
| Sound View Wealth Advisors Group, LLC | SAVANNAH, GA | $38.2M | 1,746,344 |
| Klingman & Associates, LLC | New York, NY | $37.4M | 1,715,577 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fundamentals First ETF | Mason Capital Fund Trust | $79K | 125.07% |