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iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
USD 16.3 M +USD 16.1 M +634,029 Nuevas
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 15.2 M +USD 14.7 M +580,345 +4,774%
US Bancorp
3
US Bancorp
Minnesota
USD 4.57 M +USD 1.58 M +62,458 +54%
Nestegg Advisors
4
Nestegg Advisors
New York
USD 3.11 M +USD 551 k +21,757 +22%
PWM
5
Praetorian Wealth Management
California
USD 2.91 M +USD 399 k +15,737 +16%
Jane Street
6
Jane Street
New York
USD 2.9 M +USD 1.66 M +65,685 +139%
Coldstream Capital Management
7
Coldstream Capital Management
Washington
USD 2.64 M +USD 5.04 k +199 +0.2%
Central Trust Company
8
Central Trust Company
Missouri
USD 2.4 M +USD 325 k +12,830 +16%
Moseley Investment Management
9
Moseley Investment Management
Florida
USD 2.19 M +USD 347 k +13,700 +19%
Quantum Financial Advisors
10
Quantum Financial Advisors
California
USD 1.9 M +USD 5.07 k +200 +0.3%
HighTower Advisors
11
HighTower Advisors
Illinois
USD 1.55 M -USD 207 k -8,189 -12%
LBMC Investment Advisors
12
LBMC Investment Advisors
Tennessee
USD 1.54 M +USD 1.05 M +41,494 +222%
Bank of America
13
Bank of America
North Carolina
USD 1.31 M +USD 375 k +14,797 +41%
Atlantic Union Bankshares
14
Atlantic Union Bankshares
Virginia
USD 1.3 M +USD 1.28 M +50,469 Nuevas
CLA (CliftonLarsonAllen) Wealth Advisors
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.26 M +USD 120 k +4,750 +11%
Elequin Capital
16
Elequin Capital
New York
USD 1.02 M +USD 1.01 M +39,691 Nuevas
Kestra Advisory Services
17
Kestra Advisory Services
Texas
USD 824 k +USD 444 k +17,523 +120%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
USD 805 k +USD 253 k +9,996 +47%
Newman Dignan & Sheerar Inc
19
Newman Dignan & Sheerar Inc
Rhode Island
USD 796 k +USD 786 k +31,016 Nuevas
Capital Investment Advisors
20
Capital Investment Advisors
Georgia
USD 790 k +USD 143 k +5,649 +22%
Sound View Wealth Advisors Group
21
Sound View Wealth Advisors Group
Georgia
USD 776 k +USD 76.8 k +3,033 +11%
GC Wealth Management RIA
22
GC Wealth Management RIA
Massachusetts
USD 767 k -USD 12.6 k -496 -2%
Valmark Advisers
23
Valmark Advisers
Ohio
USD 613 k +USD 58.7 k +2,318 +11%
PFG Private Wealth Management
24
PFG Private Wealth Management
Florida
USD 591 k – – –
JP Morgan Chase
25
JP Morgan Chase
New York
USD 573 k +USD 565 k +22,319 Nuevas
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