Public ownership evidence

iShares iBonds Dec 2029 Term Corporate ETF (IBDU) Ownership Disclosures

Read IBDU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares iBonds Dec 2029 Term Corporate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
HORAN Wealth, LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
26,190
Value (USD)
$606,556
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002072569-26-000007
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBDU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBDU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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HORAN Wealth, LLC2026-06-302026-08-2726,190$606,556None
Dakota Wealth Management2025-09-302026-08-2712,265$287,860None
Dakota Wealth Management2025-12-312026-08-2710,015$234,402None
Bullock Wealth Management Group2026-06-302026-08-2067,532$1,557,282None
Kingsview Wealth Management, LLC2026-06-302026-08-208,688$201,214None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,791,658$134,134,814None
Beacon Pointe Advisors, LLC2026-06-302026-08-19279,053$6,462,858None
JDM Financial Group LLC2026-06-302026-08-1914,230$329,564None
Glenview Trust Co2026-06-302026-08-1927,500$636,900None
Glenview Trust Co2026-06-302026-08-19483,000$11,186,280None
Ruggaard & Associates LLC2026-06-302026-08-18528,717$12,245,092None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18278,417$6,445,676None
Equitable Holdings, Inc.2026-06-302026-08-1859,055$1,367,716None
DEARBORN PARTNERS LLC2026-06-302026-08-1828,984$671,265None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15800$18,528None
10Elms LLP2026-06-302026-08-15199,139$4,612,057None
Modern Wealth Management, LLC2026-06-302026-08-15105,564$2,444,860None
Modern Wealth Management, LLC2026-06-302026-08-15419$9,710None
Mutual Advisors, LLC2026-06-302026-08-1519,629$454,602None
Envision Financial Planning, LLC2026-06-302026-08-15305,471$7,074,697None
Waterford Advisors, LLC2026-06-302026-08-159,894$229,151None
American Trust2026-06-302026-08-1523,448$543,056None
KINTRA WEALTH, LLC2026-06-302026-08-15109,229$2,521,799None
Stonebrook Private Inc.2026-06-302026-08-15144,658$3,350,270None
Foundations Investment Advisors, LLC2026-06-302026-08-1514,236$329,705None
IFG Advisory, LLC2026-06-302026-08-1585,990$1,991,527None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,823$227,501None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,658$177,360None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542,910$993,793None
OSAIC HOLDINGS, INC.2026-06-302026-08-15151,426$3,507,151None
Betterment LLC2026-06-302026-08-1510,315$239,000None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-15136,800$3,168,288None
JANE STREET GROUP, LLC2026-06-302026-08-1527,315$632,615None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15110,044$2,548,619None
Ancora Advisors LLC2026-06-302026-08-1518,396$426,051None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156,439$149,136None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15220$5,105None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15226$5,234None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15122$2,826None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15176$4,076None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15265$6,137None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,435$33,235None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1543$996None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1564$1,489None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154,940$114,410None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15292$6,763None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1543$996None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155,484$127,009None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1524$555None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,100$25,476None

90-day public filing window, up to 50 source positions.

HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗Glenview Trust Co ↗Glenview Trust Co ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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