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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
Blue Square Asset Management
51
Blue Square Asset Management
New York
USD 1.91 M +USD 21 k +824 +1%
Ellis Investment Partners
52
Ellis Investment Partners
Pennsylvania
USD 1.85 M +USD 510 +20 +0%
Granite Harbor Advisors
53
Granite Harbor Advisors
Texas
USD 1.84 M +USD 216 k +8,480 +13%
Benjamin Edwards Inc
54
Benjamin Edwards Inc
Missouri
USD 1.83 M -USD 793 k -31,055 -30%
RIA Advisory Group
55
RIA Advisory Group
Iowa
USD 1.8 M +USD 360 k +14,104 +25%
Atlantic Union Bankshares
56
Atlantic Union Bankshares
Virginia
USD 1.75 M -USD 119 k -4,663 -6%
Confluence Investment Management
57
Confluence Investment Management
Missouri
USD 1.65 M -USD 880 k -34,499 -35%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
USD 1.61 M -USD 306 k -11,980 -16%
Brookstone Capital Management
59
Brookstone Capital Management
Illinois
USD 1.48 M +USD 503 k +19,705 +52%
TRUE Private Wealth Advisors
60
TRUE Private Wealth Advisors
Oregon
USD 1.43 M +USD 630 k +24,698 +79%
Woodmont Investment Counsel
61
Woodmont Investment Counsel
Tennessee
USD 1.43 M -USD 326 k -12,787 -19%
Kastel Capital Advisors
62
Kastel Capital Advisors
Massachusetts
USD 1.39 M +USD 1.81 k +71 +0.1%
Capital Investment Advisors
63
Capital Investment Advisors
Georgia
USD 1.34 M -USD 9.7 k -380 -0.7%
Sentinel Pension Advisors
64
Sentinel Pension Advisors
Massachusetts
USD 1.34 M +USD 10.9 k +429 +0.8%
Evergreen Private Wealth
65
Evergreen Private Wealth
Colorado
USD 1.32 M +USD 4.98 k +195 +0.4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
USD 1.28 M +USD 685 k +26,857 +116%
Godshalk Welsh Capital Management
67
Godshalk Welsh Capital Management
Pennsylvania
USD 1.27 M +USD 63.8 k +2,500 +5%
Lantz Financial
68
Lantz Financial
Illinois
USD 1.26 M +USD 54.7 k +2,143 +5%
Phillips Financial Management
69
Phillips Financial Management
Indiana
USD 1.26 M – – –
Envision Financial Planning
70
Envision Financial Planning
Tennessee
USD 1.23 M +USD 85.2 k +3,338 +7%
GC Wealth Management RIA
71
GC Wealth Management RIA
Massachusetts
USD 1.19 M +USD 23.1 k +904 +2%
Mariner
72
Mariner
Kansas
USD 1.19 M +USD 32.6 k +1,278 +3%
Rossmore Private Capital
73
Rossmore Private Capital
Connecticut
USD 1.18 M +USD 50.1 k +1,963 +4%
SummitPoint Capital Management
74
SummitPoint Capital Management
Colorado
USD 1.17 M – – –
Quantinno Capital Management
75
Quantinno Capital Management
New York
USD 1.1 M -USD 2.22 k -87 -0.2%
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