5 institutions reported holding $4.4M of iShares iBonds Dec 2026 Corpor (IDAT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Matthew Goff Investment Advisor, LLC ($3.9M), Phillip James Consulting Co. ($288,000), SIMPLEX TRADING, LLC ($225,961), RMG Wealth Management LLC ($0), GROUP ONE TRADING LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Matthew Goff Investment Advisor, LLC | $3.9M | 160,242 | New |
| 2 | Phillip James Consulting Co. | $288,000 | 12,590 | New |
| 3 | SIMPLEX TRADING, LLC | $225,961 | 4,900 | Added |
| 4 | RMG Wealth Management LLC | $0 | 0 | Exited |
| 5 | GROUP ONE TRADING LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31