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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LBMC Investment Advisors
1
LBMC Investment Advisors
Tennessee
USD 40 M +USD 5.65 M +241,669 +16%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 39.5 M +USD 13.9 M +594,472 +54%
Morgan Stanley
3
Morgan Stanley
New York
USD 36.4 M +USD 3.62 M +154,765 +11%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 22.6 M +USD 22.6 M +964,286 Nuevas
NewEdge Advisors
5
NewEdge Advisors
Louisiana
USD 21.2 M +USD 1.23 M +52,477 +6%
Baltimore-Washington Financial Advisors
6
Baltimore-Washington Financial Advisors
Maryland
USD 16.6 M +USD 1.35 M +57,814 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 12.1 M -USD 455 k -19,461 -4%
SWM
8
Scissortail Wealth Management
Oklahoma
USD 11.6 M +USD 208 k +8,877 +2%
LPL Financial
9
LPL Financial
California
USD 11.4 M +USD 2.79 M +119,154 +32%
Bank of America
10
Bank of America
North Carolina
USD 10.4 M +USD 676 k +28,884 +7%
MA
11
Mutual Advisors
Nebraska
USD 6.85 M +USD 6.45 M +275,592 +1,603%
LFS
12
Littlejohn Financial Services
Oregon
USD 6.67 M +USD 778 k +33,269 +13%
DWA
13
Delta Wealth Advisors
Indiana
USD 5.43 M +USD 319 k +13,651 +6%
Ironwood Financial
14
Ironwood Financial
Arizona
USD 5.18 M +USD 2.78 M +118,877 +114%
Stratos Wealth Partners
15
Stratos Wealth Partners
Ohio
USD 5.17 M +USD 245 k +10,458 +5%
MSRI
16
Michael S. Ryan Inc
New York
USD 5.15 M +USD 5.15 M +220,063 Nuevas
BlackRock
17
BlackRock
New York
USD 4.34 M +USD 2.76 M +117,939 +175%
Raymond James Financial
18
Raymond James Financial
Florida
USD 3.57 M +USD 194 k +8,301 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 3.42 M +USD 2.41 M +103,121 +238%
BCPWM
20
Bradley & Co Private Wealth Management
Florida
USD 3.39 M – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 3.3 M +USD 1.74 M +74,372 +112%
Wells Fargo
22
Wells Fargo
California
USD 3.1 M +USD 144 k +6,156 +5%
SPWM
23
Straight Path Wealth Management
Michigan
USD 3 M +USD 276 k +11,814 +10%
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
USD 2.89 M +USD 532 k +22,748 +23%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
USD 2.81 M +USD 274 k +11,715 +11%
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