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icono de IBHK

iShares iBonds 2031 Term High Yield and Income ETF
IBHK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LBMC Investment Advisors
1
LBMC Investment Advisors
Tennessee
USD 17.2 M +USD 4.62 M +180,024 +37%
BlackRock
2
BlackRock
New York
USD 4.34 M +USD 4.32 M +168,374 Nuevas
Integrated Wealth Concepts
3
Integrated Wealth Concepts
Massachusetts
USD 2.07 M +USD 676 k +26,305 +49%
LPL Financial
4
LPL Financial
California
USD 1.94 M +USD 434 k +16,912 +29%
First Western Trust Bank
5
First Western Trust Bank
Colorado
USD 1.69 M +USD 1.19 M +46,286 +242%
SPWM
6
Straight Path Wealth Management
Michigan
USD 1.68 M +USD 12.3 k +479 +0.7%
Bank of America
7
Bank of America
North Carolina
USD 1.05 M +USD 88.9 k +3,460 +9%
WI
8
WrapManager Inc
California
USD 735 k -USD 86.1 k -3,352 -11%
BWM
9
Bullock Wealth Management
Indiana
USD 685 k +USD 151 k +5,873 +28%
Morgan Stanley
10
Morgan Stanley
New York
USD 548 k -USD 27.2 k -1,061 -5%
FAL
11
Focused Alpha LLC
Colorado
USD 458 k +USD 7.86 k +306 +2%
Lido Advisors
12
Lido Advisors
California
USD 432 k +USD 431 k +16,780 Nuevas
Kestra Private Wealth Services
13
Kestra Private Wealth Services
Texas
USD 432 k +USD 103 k +4,017 +31%
KTM
14
Keeler Thomas Management
Utah
USD 344 k -USD 641 k -24,968 -65%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
USD 310 k – – –
Raymond James Financial
16
Raymond James Financial
Florida
USD 304 k +USD 61.6 k +2,400 +26%
Helen Stephens Group
17
Helen Stephens Group
Texas
USD 299 k – – –
Segment Wealth Management
18
Segment Wealth Management
Texas
USD 266 k +USD 30.6 k +1,190 +13%
Ellis Investment Partners
19
Ellis Investment Partners
Pennsylvania
USD 263 k +USD 13.4 k +521 +5%
RWP
20
Reliant Wealth Planning
Kentucky
USD 259 k – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 136 k – – –
Osaic Holdings
22
Osaic Holdings
Arizona
USD 94.7 k +USD 8.35 k +325 +10%
CB
23
CNB Bank
Pennsylvania
USD 87.6 k +USD 4.11 k +160 +5%
OCM
24
Orion Capital Management
California
USD 77.3 k – – –
Wells Fargo
25
Wells Fargo
California
USD 68 k – – –
1
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