IBMQ — Ishares Ibonds Dec 2028 Term Muni Bond ETF Institutional Holders · Q3 2026
Who owns Ishares Ibonds Dec 2028 Term Muni Bond ETF (IBMQ)? 10 institutions reported holding $20.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($15.7M), Titleist Asset Management, LLC ($2.5M), Legacy Private Trust Co. ($993,608).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $15.7M | 623,294 | Added |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 99,639 | Added |
| 3 | Legacy Private Trust Co. | $993,608 | 39,523 | Hold |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $797,064 | 31,705 | Trimmed |
| 5 | Balefire, LLC | $322,873 | 12,843 | Hold |
| 6 | Trust Co | $296,357 | 11,788 | Hold |
| 7 | Farther Finance Advisors, LLC | $227,501 | 9,049 | Added |
| 8 | Bullock Wealth Management Group | $50,810 | 2,020 | Added |
| 9 | Bank of New Hampshire | $49,023 | 1,950 | Trimmed |
| 10 | MassMutual Private Wealth & Trust, FSB | $3,394 | 135 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30