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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Kestra Private Wealth Services
126
Kestra Private Wealth Services
Texas
USD 3.52 M +USD 1.12 M +46,266 +47%
Foundation Wealth Management (Missouri)
127
Foundation Wealth Management (Missouri)
Missouri
USD 3.42 M -USD 3.31 M -136,758 Cerradas
Stonebrook Private
128
Stonebrook Private
Michigan
USD 3.34 M +USD 62.6 k +2,587 +2%
Mariner
129
Mariner
Kansas
USD 3.22 M +USD 346 k +14,296 +12%
Fortis Capital Management
130
Fortis Capital Management
Washington
USD 3.19 M +USD 453 k +18,729 +17%
Integrated Advisors Network
131
Integrated Advisors Network
Texas
USD 3.16 M +USD 222 k +9,171 +8%
Harbor Investment Advisory
132
Harbor Investment Advisory
Maryland
USD 3.13 M +USD 176 k +7,294 +6%
JP Morgan Chase
133
JP Morgan Chase
New York
USD 3.1 M -USD 2.83 M -116,837 -48%
Godshalk Welsh Capital Management
134
Godshalk Welsh Capital Management
Pennsylvania
USD 3.07 M +USD 30.2 k +1,250 +1%
First Manhattan
135
First Manhattan
New York
USD 2.95 M +USD 117 k +4,828 +4%
High Note Wealth
136
High Note Wealth
Minnesota
USD 2.93 M +USD 1.46 M +60,500 +100%
LifePlan Financial
137
LifePlan Financial
Minnesota
USD 2.91 M +USD 70.9 k +2,929 +3%
Roble Belko & Company
138
Roble Belko & Company
Pennsylvania
USD 2.87 M +USD 849 k +35,097 +42%
Cary Street Partners
139
Cary Street Partners
Virginia
USD 2.86 M +USD 241 k +9,950 +9%
TFR Capital
140
TFR Capital
Texas
USD 2.86 M -USD 25.3 k -1,047 -0.9%
CL
141
COWA LLC
Oklahoma
USD 2.83 M – – –
Associated Banc-Corp
142
Associated Banc-Corp
Wisconsin
USD 2.79 M +USD 164 k +6,760 +6%
Breachway Investments
143
Breachway Investments
Rhode Island
USD 2.78 M -USD 782 k -32,309 -22%
McGlone Suttner Wealth Management
144
McGlone Suttner Wealth Management
Wisconsin
USD 2.77 M +USD 246 k +10,176 +10%
WJ Wealth Management
145
WJ Wealth Management
Arizona
USD 2.76 M -USD 712 k -29,408 -21%
Riverchase Wealth Management
146
Riverchase Wealth Management
Texas
USD 2.71 M +USD 33.1 k +1,367 +1%
Rossmore Private Capital
147
Rossmore Private Capital
Connecticut
USD 2.7 M +USD 35.9 k +1,483 +1%
MTM Investment Management
148
MTM Investment Management
South Carolina
USD 2.7 M -USD 81.8 k -3,381 -3%
Michael S. Ryan Inc
149
Michael S. Ryan Inc
New York
USD 2.66 M -USD 13.7 k -568 -0.5%
Centennial Advisors
150
Centennial Advisors
Texas
USD 2.54 M +USD 264 k +10,930 +12%
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