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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 53.3 M +USD 3.73 M +147,979 +8%
Wells Fargo
2
Wells Fargo
California
USD 24.7 M +USD 5.5 M +218,307 +29%
HighTower Advisors
3
HighTower Advisors
Illinois
USD 24.1 M -USD 1.57 M -62,278 -6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
USD 23.1 M +USD 1.94 M +77,171 +9%
Clearstead Advisors
5
Clearstead Advisors
Ohio
USD 22.8 M +USD 689 k +27,344 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 22 M +USD 178 k +7,056 +0.8%
Heartwood Wealth Advisors
7
Heartwood Wealth Advisors
Virginia
USD 19.1 M +USD 10.2 k +404 +0.1%
US Bancorp
8
US Bancorp
Minnesota
USD 19.1 M +USD 1.33 M +52,873 +8%
Morgan Stanley
9
Morgan Stanley
New York
USD 16.4 M +USD 4.08 M +161,866 +33%
LPL Financial
10
LPL Financial
California
USD 10.8 M +USD 440 k +17,446 +4%
LBMC Investment Advisors
11
LBMC Investment Advisors
Tennessee
USD 10.8 M +USD 1.31 M +52,074 +14%
NewEdge Advisors
12
NewEdge Advisors
Louisiana
USD 10.5 M +USD 891 k +35,356 +9%
Kathmere Capital Management
13
Kathmere Capital Management
Pennsylvania
USD 10.2 M -USD 3.86 M -153,163 -28%
Hills Bank & Trust
14
Hills Bank & Trust
Iowa
USD 10.1 M +USD 1.51 M +59,934 +18%
Hengehold Capital Management
15
Hengehold Capital Management
Ohio
USD 10.1 M +USD 309 k +12,272 +3%
UBS Group
16
UBS Group
Switzerland
USD 10 M -USD 443 k -17,596 -4%
CIA
17
Covington Investment Advisors
Pennsylvania
USD 8.34 M +USD 112 k +4,450 +1%
Lido Advisors
18
Lido Advisors
California
USD 8.02 M +USD 941 k +37,349 +13%
Raymond James Financial
19
Raymond James Financial
Florida
USD 6.75 M -USD 3.09 M -122,617 -32%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 6.43 M +USD 891 k +35,366 +16%
PWM
21
Praetorian Wealth Management
California
USD 6.2 M -USD 55.9 k -2,218 -0.9%
Jane Street
22
Jane Street
New York
USD 5.61 M +USD 4.4 M +174,619 +375%
CLA (CliftonLarsonAllen) Wealth Advisors
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 5.12 M +USD 1.09 M +43,281 +27%
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
USD 5.1 M +USD 222 k +8,812 +5%
Howland Capital Management
25
Howland Capital Management
Massachusetts
USD 4.71 M +USD 235 k +9,345 +5%
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