IBMP · Insider trading · 13F holders · Congress trades
Ishares Ibonds (IBMP)
Who is buying and selling IBMP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 31
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBMP at a glance
- No open-market insider purchases or sales of IBMP were filed in the last 90 days.
- 31 13F filers hold IBMP among their 50 largest positions, worth $114.5M combined. The biggest bets by portfolio weight are Heartwood Wealth Advisors LLC (1.4%), Paradiem, LLC (1.4%) and Summitpoint Capital Management (1.3%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in IBMP.
IBMP insider trading
No open-market insider purchases or sales of IBMP were filed in the last 90 days.
Who owns IBMP? Hedge funds and superinvestors
31 13F filers hold IBMP among their 50 largest positions, worth $114.5M combined. The biggest bets by portfolio weight are Heartwood Wealth Advisors LLC (1.4%), Paradiem, LLC (1.4%) and Summitpoint Capital Management (1.3%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLCWealth manager | 1.4% | $17.8M | 703,566 | +0.8% shares | Q3 2026 |
| Lbmc Investment Advisors, LLCWealth manager | 0.8% | $14.9M | 584,924 | +3.2% shares | Q2 2026 |
| Hills Bank & Trust CoBank & trust | 0.6% | $12.9M | 508,428 | +14.7% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 0.6% | $11.8M | 468,805 | -6.0% shares | Q3 2026 |
| Covington Investment Advisors Inc.Wealth manager | 1.2% | $9.6M | 378,345 | +2.1% shares | Q2 2026 |
| Praetorian Wealth Management, Inc.Wealth manager | 1.2% | $7.0M | 277,599 | -2.7% shares | Q3 2026 |
| Paradiem, LLCWealth manager | 1.4% | $6.3M | 248,470 | +0.0% shares | Q2 2026 |
| Odyssey Group, LLCWealth manager | 1.0% | $3.6M | 141,199 | — | Q2 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 0.3% | $3.1M | 123,842 | -14.0% shares | Q2 2026 |
| Atwater Malick LLCWealth manager | 0.6% | $2.6M | 101,793 | +2.0% shares | Q3 2026 |
| Sonata Capital Group IncWealth manager | 0.8% | $2.6M | 101,741 | -4.5% shares | Q3 2026 |
| Postrock Partners LLCInstitutional asset manager | 1.0% | $2.5M | 98,576 | +2.0% shares | Q2 2026 |
| Granite Harbor Advisors, Inc.Wealth manager | 0.8% | $1.9M | 76,411 | +12.5% shares | Q2 2026 |
| Kastel Capital Advisors, LLCWealth manager | 1.2% | $1.9M | 74,959 | +0.1% shares | Q2 2026 |
| Blue Square Asset Management, LLCWealth manager | 0.8% | $1.9M | 74,339 | -0.7% shares | Q2 2026 |
| RIA Advisory Group LLCWealth manager | 0.4% | $1.5M | 60,785 | -16.8% shares | Q3 2026 |
| Sentinel Pension Advisors, LLCPension fund | 0.2% | $1.5M | 60,012 | +1.1% shares | Q2 2026 |
| Aspen Wealth Management LLCWealth manager | 0.2% | $1.3M | 53,351 | — | Q3 2026 |
| Evergreen Private Wealth LLCWealth manager | 0.5% | $1.3M | 52,013 | -1.9% shares | Q2 2026 |
| O'Domhnaill Enterprises, Inc.Wealth manager | 1.0% | $1.3M | 51,513 | +8.1% shares | Q3 2026 |
| Summitpoint Capital ManagementWealth manager | 1.3% | $1.2M | 46,777 | +1.0% shares | Q2 2026 |
| Prism Advisors, Inc.Wealth manager | 0.3% | $1.1M | 44,715 | +0.0% shares | Q3 2026 |
| Financial Advisory CorpWealth manager | 0.1% | $849K | 33,620 | +14.5% shares | Q3 2026 |
| Heffernan Advisory, IncWealth manager | 0.6% | $835K | 33,092 | +0.0% shares | Q3 2026 |
| WJ Wealth Management, LLCWealth manager | 0.3% | $767K | 30,182 | +0.0% shares | Q2 2026 |
| Envision Financial Planning, LLCWealth manager | 0.2% | $566K | 22,280 | -4.2% shares | Q2 2026 |
| Foundry Financial Group, Inc.Wealth manager | 0.2% | $488K | 19,321 | -5.8% shares | Q3 2026 |
| PFG Private Wealth Management, LLCWealth manager | 0.2% | $467K | 18,513 | +3.8% shares | Q3 2026 |
| Farnam Financial LLCWealth manager | 0.2% | $322K | 12,755 | — | Q3 2026 |
| Aspen Private Advisors, LLCWealth manager | 0.3% | $252K | 10,000 | New | Q3 2026 |
The 30 largest of 31 positions, by value. Each manager counts with its latest 13F (Q3 2026: 15, Q2 2026: 16). Screen IBMP in the grand portfolio →
IBMP stock trades by members of Congress
No member of Congress has disclosed a trade in IBMP.
IBMP questions and answers
Are insiders buying IBMP stock?
No open-market insider purchases or sales of IBMP were filed in the last 90 days.
Which hedge funds own IBMP?
31 13F filers hold IBMP among their 50 largest positions, worth $114.5M combined. The biggest bets by portfolio weight are Heartwood Wealth Advisors LLC (1.4%), Paradiem, LLC (1.4%) and Summitpoint Capital Management (1.3%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
Has Congress traded IBMP?
No member of Congress has disclosed a trade in IBMP.
Who is the largest holder of IBMP?
Among 13F filers, Heartwood Wealth Advisors LLC reports the largest IBMP position, $17.8M (703,566 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Heartwood Wealth Advisors LLC's: 1.4% of its portfolio.
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