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icono de IBMR

iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFMC
51
Curbstone Financial Management Corp
New Hampshire
USD 1.68 M – – –
NewEdge Advisors
52
NewEdge Advisors
Louisiana
USD 1.62 M -USD 144 k -5,697 -8%
TRUE Private Wealth Advisors
53
TRUE Private Wealth Advisors
Oregon
USD 1.61 M +USD 589 k +23,241 +58%
Blue Square Asset Management
54
Blue Square Asset Management
New York
USD 1.6 M -USD 7.43 k -293 -0.5%
Brookstone Capital Management
55
Brookstone Capital Management
Illinois
USD 1.47 M +USD 507 k +20,005 +53%
Sentinel Pension Advisors
56
Sentinel Pension Advisors
Massachusetts
USD 1.3 M +USD 10.9 k +429 +0.8%
Godshalk Welsh Capital Management
57
Godshalk Welsh Capital Management
Pennsylvania
USD 1.23 M +USD 63.4 k +2,500 +5%
Rossmore Private Capital
58
Rossmore Private Capital
Connecticut
USD 1.2 M +USD 9.4 k +371 +0.8%
GC Wealth Management RIA
59
GC Wealth Management RIA
Massachusetts
USD 1.19 M +USD 23.7 k +934 +2%
Elequin Capital
60
Elequin Capital
New York
USD 1.17 M +USD 1.17 M +46,216 Nuevas
Osaic Holdings
61
Osaic Holdings
Arizona
USD 1.14 M +USD 83.3 k +3,285 +8%
Envision Financial Planning
62
Envision Financial Planning
Tennessee
USD 1.13 M -USD 4.51 k -178 -0.4%
Members Wealth
63
Members Wealth
Pennsylvania
USD 1.12 M +USD 484 k +19,086 +76%
Beacon Pointe Advisors
64
Beacon Pointe Advisors
California
USD 1.1 M +USD 10.8 k +428 +1%
FA
65
FF Advisors
California
USD 1.08 M -USD 143 k -5,649 -12%
Capital Investment Advisors
66
Capital Investment Advisors
Georgia
USD 1.06 M -USD 4.46 k -176 -0.4%
Jacobi Capital Management
67
Jacobi Capital Management
Pennsylvania
USD 943 k +USD 941 k +37,128 Nuevas
10Elms LLP
68
10Elms LLP
Oklahoma
USD 878 k +USD 218 k +8,600 +33%
James Investment Research
69
James Investment Research
Ohio
USD 847 k – – –
Roof Eidam Maycock Peralta (REMP)
70
Roof Eidam Maycock Peralta (REMP)
California
USD 840 k – – –
IFP Advisors
71
IFP Advisors
Florida
USD 840 k +USD 158 k +6,217 +23%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
USD 831 k -USD 142 k -5,610 -15%
Phillips Financial Management
73
Phillips Financial Management
Indiana
USD 807 k – – –
Snowden Capital Advisors
74
Snowden Capital Advisors
New York
USD 787 k – – –
Helen Stephens Group
75
Helen Stephens Group
Texas
USD 756 k -USD 342 k -13,476 -31%
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