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iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HighTower Advisors
1
HighTower Advisors
Illinois
USD 16.7 M +USD 9.5 M +369,928 +133%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 12.3 M +USD 3.52 M +136,660 +40%
US Bancorp
3
US Bancorp
Minnesota
USD 5.8 M +USD 1.16 M +44,900 +25%
Bank of America
4
Bank of America
North Carolina
USD 4.06 M +USD 1.17 M +45,498 +41%
PWM
5
Praetorian Wealth Management
California
USD 3.65 M +USD 298 k +11,574 +9%
LBMC Investment Advisors
6
LBMC Investment Advisors
Tennessee
USD 3.41 M +USD 156 k +6,064 +5%
Hills Bank & Trust
7
Hills Bank & Trust
Iowa
USD 2.89 M +USD 1.73 M +67,308 +150%
Quantum Financial Advisors
8
Quantum Financial Advisors
California
USD 2.67 M -USD 954 k -37,061 -26%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
USD 2.6 M +USD 2.6 M +100,855 Nuevas
Coldstream Capital Management
10
Coldstream Capital Management
Washington
USD 2.51 M +USD 315 k +12,232 +14%
AssetMark Inc
11
AssetMark Inc
California
USD 2.13 M +USD 2.13 M +82,698 Nuevas
Ellis Investment Partners
12
Ellis Investment Partners
Pennsylvania
USD 1.84 M +USD 463 +18 +0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 1.48 M – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 1.2 M +USD 4.81 k +187 +0.4%
Kestra Advisory Services
15
Kestra Advisory Services
Texas
USD 1.19 M +USD 418 k +16,232 +55%
NewEdge Advisors
16
NewEdge Advisors
Louisiana
USD 1.04 M +USD 44.4 k +1,724 +4%
CLA (CliftonLarsonAllen) Wealth Advisors
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.03 M -USD 59.7 k -2,321 -5%
GC Wealth Management RIA
18
GC Wealth Management RIA
Massachusetts
USD 1.02 M +USD 220 k +8,550 +28%
Central Trust Company
19
Central Trust Company
Missouri
USD 986 k +USD 97.9 k +3,804 +11%
Spinnaker Trust
20
Spinnaker Trust
Maine
USD 945 k +USD 249 k +9,668 +36%
Jacobi Capital Management
21
Jacobi Capital Management
Pennsylvania
USD 945 k +USD 942 k +36,618 Nuevas
CFMC
22
Curbstone Financial Management Corp
New Hampshire
USD 940 k +USD 346 k +13,450 +58%
Atlantic Union Bankshares
23
Atlantic Union Bankshares
Virginia
USD 935 k +USD 25.4 k +989 +3%
UBS Group
24
UBS Group
Switzerland
USD 844 k +USD 777 k +30,189 +1,191%
Cyndeo Wealth Partners
25
Cyndeo Wealth Partners
Florida
USD 828 k +USD 465 k +18,073 +129%
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