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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HM Payson & Co
1
HM Payson & Co
Maine
USD 129 M -USD 5.74 M -250,869 -4%
Bank of America
2
Bank of America
North Carolina
USD 98.5 M +USD 3.44 M +150,498 +4%
Morgan Stanley
3
Morgan Stanley
New York
USD 91.4 M -USD 2.01 M -87,830 -2%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
USD 79.2 M -USD 24.9 M -1,089,340 -24%
NewEdge Advisors
5
NewEdge Advisors
Louisiana
USD 61.8 M +USD 17.6 M +769,379 +40%
LPL Financial
6
LPL Financial
California
USD 57.3 M +USD 2.5 M +109,145 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
USD 55.8 M -USD 1.98 M -86,411 -3%
Wells Fargo
8
Wells Fargo
California
USD 54.8 M +USD 685 k +29,962 +1%
Capital Investment Advisors
9
Capital Investment Advisors
Georgia
USD 53.5 M -USD 3.37 M -147,388 -6%
Connecticut Wealth Management
10
Connecticut Wealth Management
Connecticut
USD 44.1 M +USD 2.86 M +125,130 +7%
United Capital Financial Advisors
11
United Capital Financial Advisors
Texas
USD 43.7 M +USD 1.11 M +48,701 +3%
Financial Advisory Corporation
12
Financial Advisory Corporation
Michigan
USD 36.4 M -USD 261 k -11,402 -0.7%
Integrated Wealth Concepts
13
Integrated Wealth Concepts
Massachusetts
USD 36.4 M -USD 110 k -4,798 -0.3%
Summitry LLC
14
Summitry LLC
California
USD 35.6 M +USD 575 k +25,135 +2%
Arax Advisory Partners
15
Arax Advisory Partners
Colorado
USD 35.2 M +USD 35.2 M +1,538,030 Nuevas
UBS Group
16
UBS Group
Switzerland
USD 33.8 M -USD 2.96 M -129,565 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 32.3 M +USD 1.06 M +46,196 +3%
Raymond James Financial
18
Raymond James Financial
Florida
USD 31.7 M -USD 6.96 M -304,217 -18%
Wealthspire Advisors (New York)
19
Wealthspire Advisors (New York)
New York
USD 29.2 M +USD 5.72 M +249,898 +24%
CLA (CliftonLarsonAllen) Wealth Advisors
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 23.4 M -USD 2.74 M -119,758 -11%
Krilogy Financial
21
Krilogy Financial
Missouri
USD 22.7 M +USD 1.67 M +73,094 +8%
OneAscent Financial Services
22
OneAscent Financial Services
Alabama
USD 20.9 M +USD 127 k +5,539 +0.6%
HAS
23
Horizon Advisory Services
New York
USD 20.5 M +USD 436 k +19,042 +2%
MA
24
MKT Advisors
California
USD 18.5 M +USD 730 k +31,926 +4%
Carnegie Investment Counsel
25
Carnegie Investment Counsel
Ohio
USD 17.7 M -USD 1.53 M -66,901 -8%
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