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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 37.8 M +USD 3.49 M +139,597 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 23.4 M +USD 893 k +35,739 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 21.1 M +USD 626 k +25,048 +3%
Clearstead Advisors
4
Clearstead Advisors
Ohio
USD 19.8 M +USD 19.8 M +790,646 Nuevas
Wells Fargo
5
Wells Fargo
California
USD 19.1 M +USD 718 k +28,739 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 18.2 M +USD 1.24 M +49,755 +7%
Kathmere Capital Management
7
Kathmere Capital Management
Pennsylvania
USD 17.4 M +USD 632 k +25,304 +4%
Heartwood Wealth Advisors
8
Heartwood Wealth Advisors
Virginia
USD 16.9 M +USD 326 k +13,032 +2%
US Bancorp
9
US Bancorp
Minnesota
USD 16.6 M -USD 481 k -19,255 -3%
Morgan Stanley
10
Morgan Stanley
New York
USD 15.8 M +USD 4.25 M +170,068 +37%
UBS Group
11
UBS Group
Switzerland
USD 10.7 M +USD 1.37 M +54,701 +15%
Corient Private Wealth
12
Corient Private Wealth
Florida
USD 10.4 M -USD 1.1 M -43,976 -10%
Hengehold Capital Management
13
Hengehold Capital Management
Ohio
USD 10.2 M +USD 112 k +4,494 +1%
Raymond James Financial Services Advisors
14
Raymond James Financial Services Advisors
Florida
USD 9.08 M +USD 355 k +14,198 +4%
NewEdge Advisors
15
NewEdge Advisors
Louisiana
USD 8.97 M -USD 534 k -21,360 -6%
Hills Bank & Trust
16
Hills Bank & Trust
Iowa
USD 7.43 M +USD 153 k +6,124 +2%
CIA
17
Covington Investment Advisors
Pennsylvania
USD 7.12 M +USD 26.5 k +1,060 +0.4%
PWM
18
Praetorian Wealth Management
California
USD 6.17 M -USD 183 k -7,336 -3%
Ameriprise
19
Ameriprise
Minnesota
USD 6.09 M +USD 241 k +9,656 +4%
LPL Financial
20
LPL Financial
California
USD 5.28 M +USD 437 k +17,480 +9%
LBMC Investment Advisors
21
LBMC Investment Advisors
Tennessee
USD 5.08 M +USD 1.15 M +46,083 +29%
Paradiem
22
Paradiem
Louisiana
USD 4.01 M – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
USD 3.39 M +USD 372 k +14,910 +12%
Gateway Advisory
24
Gateway Advisory
New Jersey
USD 3.29 M -USD 301 k -12,068 -8%
Spire Wealth Management
25
Spire Wealth Management
Virginia
USD 3.28 M +USD 37.8 k +1,515 +1%
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