iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
US ˙ BATS

SecurityIBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership26,883 shares
Latest Disclosed Value $ 681,484
IFP Advisors, Inc reports 7.96% increase in ownership of IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 26,883 shares of iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (US:IBMR) valued at $681,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 24,900 shares of iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF. This represents a change in shares of 7.96% during the quarter. The current value of the position is $680,946 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR mc 46436E163 26,883 1,983 7.96 681 7.58 0.0141
2026-02-06 2025-12-31 13F ISHARES TR mc 46436E163 24,900 3,791 17.96 633 17.66 0.0142
2026-02-06 2025-09-30 13F/A-1 ISHARES TR IBONDS DEC 2029 mc 46436E163 21,109 72 0.34 539 1.51 0.0140
2025-12-02 2025-09-30 13F ISHARES TR IBONDS DEC 2029 mc 46436E163 21,111 74 539 0.0139
2025-07-24 2025-06-30 13F I mc 46436E163 21,037 3,545 20.27 531 21.00 0.0151
2025-05-05 2025-03-31 13F ISHARES TR mc 46436E163 17,492 -1,258 -6.71 438 -6.41 0.0135
2025-02-04 2024-12-31 13F ISHARES TR mc 46436E163 18,750 18,750 468 0.0153
2025-02-04 2024-09-30 13F ISHARES TR mc 46436E163 0 -2,808 -100.00 0 -100.00
2024-07-30 2024-06-30 13F ISHARES TR mc 46436E163 2,808 2,808 70 0.0028
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.