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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Smith, Moore & Co
251
Smith, Moore & Co
Missouri
USD 581 k -USD 91.4 k -3,942 -14%
Focused Alpha LLC
252
Focused Alpha LLC
Colorado
USD 580 k -USD 7 k -302 -1%
Ellis Investment Partners
253
Ellis Investment Partners
Pennsylvania
USD 562 k +USD 9.09 k +392 +2%
Tableaux
254
Tableaux
Massachusetts
USD 547 k -USD 50.8 k -2,190 -8%
American Trust
255
American Trust
Kentucky
USD 543 k – – –
Freestone Capital Holdings
256
Freestone Capital Holdings
Washington
USD 539 k -USD 314 k -13,559 -37%
Naples Global Advisors
257
Naples Global Advisors
Florida
USD 533 k -USD 17.8 k -770 -3%
Snider Financial Group
258
Snider Financial Group
Washington
USD 529 k -USD 236 k -10,198 -31%
TFS
259
Thoroughbred Financial Services
Tennessee
USD 516 k -USD 94 k -4,055 -15%
Cerity Partners
260
Cerity Partners
New York
USD 516 k -USD 53.3 k -2,298 -9%
Clear Harbor Asset Management
261
Clear Harbor Asset Management
Connecticut
USD 511 k +USD 118 k +5,070 +30%
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
USD 510 k +USD 511 k +22,027 Nuevas
James Investment Research
263
James Investment Research
Ohio
USD 510 k – – –
XY Planning Network
264
XY Planning Network
Montana
USD 507 k +USD 507 k +21,882 Nuevas
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
USD 501 k +USD 26.5 k +1,144 +6%
CFSG
266
Community Financial Services Group
Vermont
USD 501 k +USD 503 k +21,719 Nuevas
Moors & Cabot
267
Moors & Cabot
Massachusetts
USD 495 k +USD 2.67 k +115 +0.5%
Gradient Capital Advisors
268
Gradient Capital Advisors
California
USD 488 k – – –
Integrated Advisors Network
269
Integrated Advisors Network
Texas
USD 469 k +USD 35 k +1,512 +8%
Prosperity Planning
270
Prosperity Planning
Missouri
USD 463 k – – –
P.J. Schmidt Investment Management (PJS)
271
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 462 k +USD 5.01 k +216 +1%
MidFirst Bank
272
MidFirst Bank
Oklahoma
USD 459 k -USD 16 k -691 -3%
MA
273
Mutual Advisors
Nebraska
USD 455 k +USD 41.5 k +1,789 +10%
S.E.E.D. Planning Group
274
S.E.E.D. Planning Group
New York
USD 452 k +USD 453 k +19,523 Nuevas
Alliance Wealth Advisors (Utah)
275
Alliance Wealth Advisors (Utah)
Utah
USD 450 k +USD 450 k +19,427 Nuevas
9 10
11
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