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icono de IBMQ

iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 65.1 M +USD 3.73 M +146,064 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 52.8 M +USD 198 k +7,742 +0.4%
Clearstead Advisors
3
Clearstead Advisors
Ohio
USD 25.9 M +USD 647 k +25,353 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 19.4 M -USD 1.16 M -45,541 -6%
US Bancorp
5
US Bancorp
Minnesota
USD 18.7 M +USD 171 k +6,694 +0.9%
Heartwood Wealth Advisors
6
Heartwood Wealth Advisors
Virginia
USD 15.8 M +USD 1.71 M +66,869 +12%
LBMC Investment Advisors
7
LBMC Investment Advisors
Tennessee
USD 14.8 M +USD 467 k +18,306 +3%
Lido Advisors
8
Lido Advisors
California
USD 14.1 M -USD 213 k -8,351 -1%
Wells Fargo
9
Wells Fargo
California
USD 13.9 M +USD 338 k +13,246 +2%
NewEdge Advisors
10
NewEdge Advisors
Louisiana
USD 13.6 M +USD 997 k +39,082 +8%
Hills Bank & Trust
11
Hills Bank & Trust
Iowa
USD 11.9 M +USD 1.7 M +66,699 +17%
Hengehold Capital Management
12
Hengehold Capital Management
Ohio
USD 11.8 M +USD 1.49 M +58,538 +15%
LPL Financial
13
LPL Financial
California
USD 11.4 M +USD 497 k +19,467 +5%
UBS Group
14
UBS Group
Switzerland
USD 11.2 M +USD 1.03 M +40,479 +10%
Kathmere Capital Management
15
Kathmere Capital Management
Pennsylvania
USD 10.3 M +USD 2.47 M +96,705 +32%
CIA
16
Covington Investment Advisors
Pennsylvania
USD 10.3 M +USD 400 k +15,675 +4%
P
17
Paradiem
Louisiana
USD 10.1 M – – –
Howland Capital Management
18
Howland Capital Management
Massachusetts
USD 9.6 M -USD 973 k -38,143 -9%
PWM
19
Praetorian Wealth Management
California
USD 7.74 M -USD 34.6 k -1,356 -0.4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 7.71 M +USD 67.7 k +2,654 +0.9%
CLA (CliftonLarsonAllen) Wealth Advisors
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 7.62 M +USD 660 k +25,877 +10%
Stratos Wealth Advisors
22
Stratos Wealth Advisors
Ohio
USD 7.28 M +USD 618 k +24,203 +9%
Morgan Stanley
23
Morgan Stanley
New York
USD 6.97 M +USD 147 k +5,755 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 6.83 M +USD 2.18 M +85,399 +47%
United Capital Financial Advisors
25
United Capital Financial Advisors
Texas
USD 4.8 M +USD 451 k +17,678 +10%
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