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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 241 M +USD 14.5 M +575,674 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 140 M +USD 6.24 M +247,070 +5%
Morgan Stanley
3
Morgan Stanley
New York
USD 122 M +USD 4.22 M +167,067 +4%
Lido Advisors
4
Lido Advisors
California
USD 107 M -USD 6.34 M -250,942 -6%
Capital Investment Advisors
5
Capital Investment Advisors
Georgia
USD 98.2 M +USD 3.48 M +137,630 +4%
UBS Group
6
UBS Group
Switzerland
USD 95.2 M +USD 6.23 M +246,680 +7%
Capital Advisors Inc
7
Capital Advisors Inc
Oklahoma
USD 90.2 M +USD 993 k +39,318 +1%
Raymond James Financial
8
Raymond James Financial
Florida
USD 83.7 M +USD 4.98 M +197,303 +6%
HM Payson & Co
9
HM Payson & Co
Maine
USD 80.2 M +USD 5.92 M +234,281 +8%
LPL Financial
10
LPL Financial
California
USD 73.1 M +USD 9.7 M +382,899 +15%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 46 M +USD 1.19 M +47,001 +3%
Ameriprise
12
Ameriprise
Minnesota
USD 43.4 M +USD 2.1 M +83,253 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 42.3 M +USD 5.25 M +207,781 +14%
Sound View Wealth Advisors Group
14
Sound View Wealth Advisors Group
Georgia
USD 42.1 M +USD 2.63 M +103,999 +7%
Wells Fargo
15
Wells Fargo
California
USD 41 M -USD 5.68 M -224,819 -12%
Hengehold Capital Management
16
Hengehold Capital Management
Ohio
USD 38.4 M +USD 2.16 M +85,396 +6%
Summitry LLC
17
Summitry LLC
California
USD 38.1 M +USD 1.37 M +54,250 +4%
Woodmont Investment Counsel
18
Woodmont Investment Counsel
Tennessee
USD 36.7 M -USD 4.3 M -170,411 -10%
Gratus Wealth Advisors
19
Gratus Wealth Advisors
Virginia
USD 35.6 M +USD 968 k +38,343 +3%
Kathmere Capital Management
20
Kathmere Capital Management
Pennsylvania
USD 35.1 M +USD 2.08 M +82,506 +6%
Sigma Investment Counselors
21
Sigma Investment Counselors
Michigan
USD 33.8 M +USD 1.48 M +58,562 +5%
Howland Capital Management
22
Howland Capital Management
Massachusetts
USD 33.1 M +USD 1.99 M +78,880 +6%
Klingman & Associates
23
Klingman & Associates
New York
USD 32.7 M -USD 240 k -9,498 -0.7%
RVW Wealth
24
RVW Wealth
California
USD 30.5 M +USD 1.2 M +47,454 +4%
Baltimore-Washington Financial Advisors
25
Baltimore-Washington Financial Advisors
Maryland
USD 27.5 M +USD 913 k +36,172 +3%
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