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icono de IBDS

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 235 M +USD 10.2 M +422,757 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 135 M +USD 8.85 M +365,673 +7%
Morgan Stanley
3
Morgan Stanley
New York
USD 111 M +USD 4.16 M +171,910 +4%
Lido Advisors
4
Lido Advisors
California
USD 106 M – – –
UBS Group
5
UBS Group
Switzerland
USD 102 M -USD 1.07 M -44,178 -1%
HM Payson & Co
6
HM Payson & Co
Maine
USD 101 M +USD 454 k +18,754 +0.5%
Raymond James Financial
7
Raymond James Financial
Florida
USD 91 M +USD 9.22 M +381,178 +11%
LPL Financial
8
LPL Financial
California
USD 88.5 M +USD 5.2 M +215,097 +6%
Sound View Wealth Advisors Group
9
Sound View Wealth Advisors Group
Georgia
USD 52.1 M +USD 2.46 M +101,644 +5%
Capital Investment Advisors
10
Capital Investment Advisors
Georgia
USD 46.5 M +USD 3.79 M +156,524 +9%
Ameriprise
11
Ameriprise
Minnesota
USD 46.2 M +USD 2.11 M +87,288 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 40.1 M -USD 1.35 M -55,896 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 36.8 M +USD 907 k +37,504 +3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
USD 36.6 M +USD 1.36 M +56,160 +4%
Gratus Wealth Advisors
15
Gratus Wealth Advisors
Virginia
USD 36.4 M +USD 879 k +36,309 +2%
Kathmere Capital Management
16
Kathmere Capital Management
Pennsylvania
USD 35.5 M +USD 2.26 M +93,474 +7%
Wells Fargo
17
Wells Fargo
California
USD 35.3 M -USD 4.12 M -170,411 -10%
Howland Capital Management
18
Howland Capital Management
Massachusetts
USD 32.4 M +USD 1.62 M +67,066 +5%
Sigma Investment Counselors
19
Sigma Investment Counselors
Michigan
USD 32.2 M +USD 865 k +35,737 +3%
RVW Wealth
20
RVW Wealth
California
USD 30.8 M +USD 1.32 M +54,404 +4%
Truist Financial
21
Truist Financial
North Carolina
USD 28.6 M +USD 704 k +29,081 +3%
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 28.2 M +USD 3.86 M +159,589 +16%
Woodmont Investment Counsel
23
Woodmont Investment Counsel
Tennessee
USD 25.7 M -USD 7.19 M -297,324 -22%
Stifel Financial
24
Stifel Financial
Missouri
USD 25.5 M +USD 827 k +34,162 +3%
Wick Capital Partners
25
Wick Capital Partners
Pennsylvania
USD 24.7 M +USD 3.09 M +127,821 +14%
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