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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Modern Wealth Management
126
Modern Wealth Management
Kansas
USD 2.46 M +USD 2.46 M +112,734 Nuevas
Segment Wealth Management
127
Segment Wealth Management
Texas
USD 2.45 M +USD 231 k +10,580 +10%
Instrumental Wealth
128
Instrumental Wealth
Florida
USD 2.37 M +USD 12.3 k +565 +0.5%
Keeler Thomas Management
129
Keeler Thomas Management
Utah
USD 2.31 M -USD 168 k -7,680 -7%
Meiji Yasuda Life Insurance
130
Meiji Yasuda Life Insurance
Japan
USD 2.29 M +USD 2.29 M +105,000 Nuevas
Meridian Wealth Management
131
Meridian Wealth Management
Kentucky
USD 2.24 M +USD 172 k +7,906 +8%
Godshalk Welsh Capital Management
132
Godshalk Welsh Capital Management
Pennsylvania
USD 2.22 M +USD 147 k +6,750 +7%
Miracle Mile Advisors
133
Miracle Mile Advisors
California
USD 2.2 M +USD 211 k +9,664 +11%
Lugano Financial Advisors SA (LFA)
134
Lugano Financial Advisors SA (LFA)
Switzerland
USD 2.11 M +USD 54.5 k +2,500 +3%
WA
135
Wealthstar Advisors
Texas
USD 2.07 M +USD 236 k +10,817 +13%
Cornell Pochily Investment Advisors
136
Cornell Pochily Investment Advisors
New York
USD 1.92 M -USD 1.5 M -68,888 -44%
Resonant Capital Advisors
137
Resonant Capital Advisors
Wisconsin
USD 1.92 M -USD 20.3 k -932 -1%
Sonata Capital Group
138
Sonata Capital Group
Washington
USD 1.89 M +USD 396 k +18,133 +26%
Breachway Investments
139
Breachway Investments
Rhode Island
USD 1.88 M +USD 143 k +6,570 +8%
Meitav Investment House
140
Meitav Investment House
Israel
USD 1.78 M +USD 412 k +18,888 +30%
Cherry Tree Wealth Management
141
Cherry Tree Wealth Management
Minnesota
USD 1.78 M +USD 152 k +6,973 +9%
Harbor Advisory Corp
142
Harbor Advisory Corp
New Hampshire
USD 1.78 M +USD 403 k +18,460 +29%
WrapManager Inc
143
WrapManager Inc
California
USD 1.77 M -USD 182 k -8,343 -9%
Beacon Financial Group
144
Beacon Financial Group
Texas
USD 1.66 M -USD 92.3 k -4,229 -5%
Coldstream Capital Management
145
Coldstream Capital Management
Washington
USD 1.65 M -USD 50.1 k -2,296 -3%
Crews Bank & Trust
146
Crews Bank & Trust
Florida
USD 1.64 M -USD 116 k -5,310 -7%
Harbor Investment Advisory
147
Harbor Investment Advisory
Maryland
USD 1.62 M +USD 461 k +21,149 +40%
Citadel Advisors
148
Citadel Advisors
Florida
USD 1.52 M -USD 716 k -32,833 -32%
Chesley Taft & Associates
149
Chesley Taft & Associates
Illinois
USD 1.5 M +USD 21.8 k +1,000 +1%
BWM
150
Bullock Wealth Management
Indiana
USD 1.5 M +USD 306 k +14,020 +25%
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