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iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Kestra Private Wealth Services
51
Kestra Private Wealth Services
Texas
USD 1.53 M -USD 124 k -4,827 -7%
Brookstone Capital Management
52
Brookstone Capital Management
Illinois
USD 1.49 M +USD 428 k +16,685 +40%
Phillips Financial Management
53
Phillips Financial Management
Indiana
USD 1.47 M -USD 51.1 k -1,994 -3%
Clearstead Advisors
54
Clearstead Advisors
Ohio
USD 1.46 M -USD 39.2 k -1,528 -3%
Capital Investment Advisors
55
Capital Investment Advisors
Georgia
USD 1.45 M -USD 68.6 k -2,677 -5%
Glenview Trust
56
Glenview Trust
Kentucky
USD 1.4 M – – –
Financial Engines Advisors
57
Financial Engines Advisors
California
USD 1.39 M -USD 4.15 k -162 -0.3%
Osaic Holdings
58
Osaic Holdings
Arizona
USD 1.39 M -USD 163 k -6,363 -11%
Lantz Financial
59
Lantz Financial
Illinois
USD 1.35 M -USD 3.61 k -141 -0.3%
Evergreen Private Wealth
60
Evergreen Private Wealth
Colorado
USD 1.34 M -USD 2.74 k -107 -0.2%
Spinnaker Trust
61
Spinnaker Trust
Maine
USD 1.33 M – – –
Titleist Asset Management
62
Titleist Asset Management
Texas
USD 1.28 M +USD 1.28 M +49,972 Nuevas
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
USD 1.27 M -USD 582 k -22,714 -32%
OneDigital Investment Advisors
64
OneDigital Investment Advisors
Kansas
USD 1.25 M -USD 105 k -4,105 -8%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
USD 1.24 M +USD 732 k +28,543 +143%
PA
66
PSI Advisors
Florida
USD 1.24 M -USD 2.14 M -83,474 -63%
O'Domhnaill Enterprises
67
O'Domhnaill Enterprises
Wyoming
USD 1.21 M +USD 80.9 k +3,155 +7%
SummitPoint Capital Management
68
SummitPoint Capital Management
Colorado
USD 1.19 M +USD 11.7 k +458 +1%
GC Wealth Management RIA
69
GC Wealth Management RIA
Massachusetts
USD 1.19 M +USD 22.3 k +871 +2%
Jane Street
70
Jane Street
New York
USD 1.19 M -USD 695 k -27,132 -37%
HRT Financial
71
HRT Financial
New York
USD 1.11 M +USD 756 k +29,487 +216%
AssetMark Inc
72
AssetMark Inc
California
USD 1.06 M -USD 1.6 M -62,403 -60%
Deutsche Bank
73
Deutsche Bank
Germany
USD 1.05 M – – –
Godshalk Welsh Capital Management
74
Godshalk Welsh Capital Management
Pennsylvania
USD 1.04 M +USD 76.9 k +3,000 +8%
Postrock Partners
75
Postrock Partners
Oregon
USD 990 k +USD 50 k +1,950 +5%
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