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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 67.6 M +USD 7.71 M +303,868 +13%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 46.8 M +USD 2.39 M +94,200 +5%
Wells Fargo
3
Wells Fargo
California
USD 27 M +USD 519 k +20,438 +2%
Clearstead Advisors
4
Clearstead Advisors
Ohio
USD 25.4 M +USD 627 k +24,692 +3%
US Bancorp
5
US Bancorp
Minnesota
USD 18.9 M +USD 1.3 M +51,394 +7%
Heartwood Wealth Advisors
6
Heartwood Wealth Advisors
Virginia
USD 17.7 M +USD 1.56 M +61,364 +10%
LBMC Investment Advisors
7
LBMC Investment Advisors
Tennessee
USD 14.9 M +USD 462 k +18,198 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 14 M -USD 11 M -435,225 -44%
Lido Advisors
9
Lido Advisors
California
USD 13.9 M -USD 338 k -13,308 -2%
LPL Financial
10
LPL Financial
California
USD 13.3 M +USD 821 k +32,329 +7%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 13.3 M +USD 953 k +37,561 +8%
Hills Bank & Trust
12
Hills Bank & Trust
Iowa
USD 12.9 M +USD 1.65 M +64,970 +15%
Kathmere Capital Management
13
Kathmere Capital Management
Pennsylvania
USD 12.7 M +USD 2.34 M +92,215 +23%
UBS Group
14
UBS Group
Switzerland
USD 10.5 M +USD 954 k +37,568 +10%
Morgan Stanley
15
Morgan Stanley
New York
USD 9.9 M -USD 44.8 k -1,765 -0.4%
CIA
16
Covington Investment Advisors
Pennsylvania
USD 9.6 M +USD 199 k +7,855 +2%
CLA (CliftonLarsonAllen) Wealth Advisors
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 7.88 M +USD 813 k +32,024 +12%
PWM
18
Praetorian Wealth Management
California
USD 7.25 M -USD 102 k -4,003 -1%
P
19
Paradiem
Louisiana
USD 6.32 M – – –
Howland Capital Management
20
Howland Capital Management
Massachusetts
USD 6.29 M +USD 120 k +4,720 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
USD 5.25 M +USD 174 k +6,844 +3%
Cyndeo Wealth Partners
22
Cyndeo Wealth Partners
Florida
USD 5.19 M +USD 252 k +9,925 +5%
Integrated Wealth Concepts
23
Integrated Wealth Concepts
Massachusetts
USD 5.13 M -USD 133 k -5,244 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 5.1 M -USD 12.8 k -506 -0.3%
Sound View Wealth Advisors Group
25
Sound View Wealth Advisors Group
Georgia
USD 5.04 M +USD 10.6 k +416 +0.2%
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