Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
575K+ 55.44% |
$13.4M - $13.6M
|
1.61M
$37.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343KNew |
$8M - $8.07M
|
343K
$8M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
233K+ 6.67% |
$5.43M - $5.48M
|
3.72M
$86.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
131K+ 2.82% |
$3.07M - $3.1M
|
4.8M
$112M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
120K+ 12.79% |
$2.81M - $2.83M
|
1.06M
$24.8M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
78.4K+ 551.88% |
$1.83M - $1.85M
|
92.6K
$2.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72.8K+ 66.95% |
$1.7M - $1.71M
|
182K
$4.24M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
70.7KNew |
$1.65M - $1.67M
|
70.7K
$1.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
69KNew |
$1.61M - $1.62M
|
69K
$1.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
45.5KNew |
$1.06M - $1.07M
|
45.5K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40.5K+ 164.21% |
$945K - $953K
|
65.1K
$1.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
37.3K+ 7.46% |
$870K - $878K
|
537K
$12.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
32.9K+ 12.26% |
$768K - $775K
|
301K
$7.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
30.1K+ 26.02% |
$703K - $709K
|
146K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.3K+ 2.63% |
$684K - $690K
|
1.15M
$26.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28.3K+ 78.29% |
$660K - $665K
|
64.3K
$1.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
27.5KNew |
$643K - $649K
|
27.5K
$643K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 10.45% |
$598K - $603K
|
270K
$6.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25K+ 152.55% |
$583K - $588K
|
41.3K
$966K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19K+ 17.82% |
$443K - $447K
|
126K
$2.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.7K+ 42.82% |
$414K - $418K
|
59.2K
$1.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
15.6KNew |
$364K - $367K
|
15.6K
$364K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
15.2KNew |
$356K - $359K
|
15.2K
$356K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
15K+ 146.82% |
$351K - $354K
|
25.3K
$591K
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.9K+ 0.86% |
$348K - $351K
|
1.75M
$40.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.9K+ 7.4% |
$301K - $304K
|
187K
$4.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
12.7KNew |
$296K - $298K
|
12.7K
$296K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
12.2K+ 11.0% |
$284K - $287K
|
123K
$2.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.7K+ 247.79% |
$249K - $251K
|
15K
$349K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.5K+ 65.07% |
$244K - $246K
|
26.5K
$620K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.04K+ 6.58% |
$211K - $213K
|
146K
$3.42M
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8.28K+ 101.46% |
$193K - $195K
|
16.4K
$384K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
8.11K+ 4.77% |
$189K - $191K
|
178K
$4.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.06K+ 1.56% |
$188K - $190K
|
525K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
8.01K+ 25.32% |
$187K - $189K
|
39.6K
$926K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.9K+ 7.26% |
$161K - $162K
|
102K
$2.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.66K+ 1.55% |
$156K - $157K
|
435K
$10.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.47K+ 7.53% |
$151K - $152K
|
92.4K
$2.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.66K+ 11.87% |
$132K - $133K
|
53.3K
$1.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.63KNew |
$131K - $132K
|
5.63K
$131K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.03K+ 15.78% |
$94.1K - $94.9K
|
29.6K
$691K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.84K+ 13.38% |
$89.5K - $90.3K
|
32.5K
$759K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 20.45% |
$55.4K - $55.9K
|
14K
$327K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
2.17K+ 5.04% |
$50.6K - $51K
|
45.1K
$1.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.1KNew |
$49K - $49.5K
|
2.1K
$49.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.01K+ 1.17% |
$46.9K - $47.3K
|
174K
$4.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.93K+ 1.7% |
$45K - $45.4K
|
116K
$2.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.58KNew |
$37K - $37.3K
|
1.58K
$37K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 1.73% |
$35.4K - $35.7K
|
89.3K
$2.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.49K+ 7.76% |
$34.9K - $35.2K
|
20.7K
$485K
|
|