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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 19.2 M +USD 608 k +24,159 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 18.5 M +USD 1.1 M +43,674 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 16.7 M +USD 377 k +14,986 +2%
US Bancorp
4
US Bancorp
Minnesota
USD 16.3 M +USD 615 k +24,443 +4%
Heartwood Wealth Advisors
5
Heartwood Wealth Advisors
Virginia
USD 15.2 M +USD 842 k +33,474 +6%
Wilbanks Smith & Thomas Asset Management
6
Wilbanks Smith & Thomas Asset Management
Virginia
USD 14.9 M +USD 605 k +24,039 +4%
Bank of America
7
Bank of America
North Carolina
USD 13.5 M +USD 1.28 M +50,751 +10%
Wells Fargo
8
Wells Fargo
California
USD 12 M -USD 287 k -11,401 -2%
Corient Private Wealth
9
Corient Private Wealth
Florida
USD 10.5 M +USD 1.8 M +71,709 +21%
Hengehold Capital Management
10
Hengehold Capital Management
Ohio
USD 10.1 M +USD 50.4 k +2,002 +0.5%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 7.69 M +USD 422 k +16,776 +6%
UBS Group
12
UBS Group
Switzerland
USD 6.33 M -USD 11.4 k -453 -0.2%
PWM
13
Praetorian Wealth Management
California
USD 5.58 M -USD 48.1 k -1,913 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
USD 4.74 M -USD 409 k -16,259 -8%
Stifel Financial
15
Stifel Financial
Missouri
USD 4.61 M +USD 109 k +4,337 +2%
NewEdge Advisors
16
NewEdge Advisors
Louisiana
USD 4.19 M -USD 1.33 M -52,777 -24%
Steward Partners Investment Advisory
17
Steward Partners Investment Advisory
New York
USD 3.53 M -USD 81.4 k -3,233 -2%
Spire Wealth Management
18
Spire Wealth Management
Virginia
USD 3.46 M +USD 48.7 k +1,935 +1%
LPL Financial
19
LPL Financial
California
USD 3.35 M +USD 19 k +756 +0.6%
United Capital Financial Advisors
20
United Capital Financial Advisors
Texas
USD 3.02 M -USD 126 k -4,988 -4%
Jane Street
21
Jane Street
New York
USD 2.69 M -USD 2.84 M -112,681 -51%
Confluence Investment Management
22
Confluence Investment Management
Missouri
USD 2.67 M -USD 27.8 k -1,104 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
USD 2.64 M +USD 243 k +9,666 +10%
CLA (CliftonLarsonAllen) Wealth Advisors
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 2.31 M -USD 88.4 k -3,511 -4%
Legacy Private Trust
25
Legacy Private Trust
Wisconsin
USD 1.64 M -USD 965 k -38,354 -37%
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