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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
USD 44.2 M +USD 517 k +20,393 +1%
Bank of America
2
Bank of America
North Carolina
USD 43.3 M +USD 4.29 M +169,027 +11%
Clearstead Advisors
3
Clearstead Advisors
Ohio
USD 25.6 M +USD 685 k +27,005 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
USD 18.7 M +USD 91.6 k +3,615 +0.5%
LBMC Investment Advisors
5
LBMC Investment Advisors
Tennessee
USD 13.2 M +USD 831 k +32,781 +7%
Wells Fargo
6
Wells Fargo
California
USD 11.1 M +USD 444 k +17,531 +4%
US Bancorp
7
US Bancorp
Minnesota
USD 10.8 M +USD 1.02 M +40,141 +10%
P
8
Paradiem
Louisiana
USD 10.1 M – – –
Kathmere Capital Management
9
Kathmere Capital Management
Pennsylvania
USD 8.82 M +USD 1.89 M +74,498 +27%
Lido Advisors
10
Lido Advisors
California
USD 8.6 M -USD 222 k -8,765 -3%
CIA
11
Covington Investment Advisors
Pennsylvania
USD 8.12 M +USD 867 k +34,200 +12%
LPL Financial
12
LPL Financial
California
USD 7.14 M +USD 858 k +33,854 +14%
Raymond James Financial
13
Raymond James Financial
Florida
USD 6.76 M +USD 274 k +10,820 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 6.67 M +USD 2.17 M +85,760 +48%
PWM
15
Praetorian Wealth Management
California
USD 6.43 M +USD 111 k +4,388 +2%
CLA (CliftonLarsonAllen) Wealth Advisors
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 6.36 M +USD 754 k +29,749 +13%
UBS Group
17
UBS Group
Switzerland
USD 5.92 M +USD 232 k +9,136 +4%
Morgan Stanley
18
Morgan Stanley
New York
USD 5.01 M +USD 373 k +14,707 +8%
United Capital Financial Advisors
19
United Capital Financial Advisors
Texas
USD 4.71 M +USD 447 k +17,617 +10%
Cyndeo Wealth Partners
20
Cyndeo Wealth Partners
Florida
USD 4.47 M +USD 381 k +15,046 +9%
Stifel Financial
21
Stifel Financial
Missouri
USD 4.35 M -USD 27.9 k -1,101 -0.6%
Kesler Norman & Wride
22
Kesler Norman & Wride
Utah
USD 3.84 M +USD 4.21 M +165,926 Nuevas
OG
23
Odyssey Group
Pennsylvania
USD 3.59 M +USD 3.58 M +141,310 Nuevas
Coldstream Capital Management
24
Coldstream Capital Management
Washington
USD 3.44 M +USD 30.6 k +1,206 +0.9%
Howland Capital Management
25
Howland Capital Management
Massachusetts
USD 3.43 M -USD 888 k -35,040 -21%
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