§ EQUITY
USDIBMR
ISHARES IBONDS DEC 2029 M BD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
92 increased/new, 28 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1.7M | 0.1% | −18% |
| Bank of America Corp | 1.5M | 0.0% | +14% |
| Clearstead Advisors, LLC | 980K | 0.2% | +3% |
| HighTower Advisors, LLC | 733K | 0.0% | −2% |
| LBMC INVESTMENT ADVISORS, LLC | 487K | 0.8% | +16% |
| Wells Fargo & Company | 421K | n/a | +8% |
◇ AC INTELLIGENCE
Top institutional owners for IBMR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.8% · 110 holders
DEALER / BANK22.1% · 12 holders
INCOME / DEFENSIVE1.0% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBMR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBMR yet.