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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
E3F
51
Eight 31 Financial
Texas
USD 8.14 M +USD 181 k +8,092 +2%
NG
52
Northstar Group
New York
USD 7.78 M +USD 540 k +24,108 +7%
Financial Engines Advisors
53
Financial Engines Advisors
California
USD 7.51 M -USD 142 k -6,347 -2%
Global Retirement Partners
54
Global Retirement Partners
California
USD 7.45 M +USD 7.46 M +333,212 Nuevas
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
USD 7.36 M +USD 120 k +5,349 +2%
Ameriprise
56
Ameriprise
Minnesota
USD 7.28 M +USD 787 k +35,153 +12%
FFS
57
Flavin Financial Services
Florida
USD 7.22 M +USD 20.9 k +935 +0.3%
MPPLM
58
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 7 M +USD 1.08 M +48,361 +18%
Rebalance
59
Rebalance
California
USD 6.7 M +USD 649 k +29,010 +11%
Fagan Associates
60
Fagan Associates
New York
USD 6.69 M -USD 33 k -1,475 -0.5%
Stifel Financial
61
Stifel Financial
Missouri
USD 6.37 M +USD 220 k +9,850 +4%
BFO
62
Boston Family Office
Massachusetts
USD 6.31 M +USD 207 k +9,230 +3%
Leavell Investment Management
63
Leavell Investment Management
Alabama
USD 5.81 M +USD 498 k +22,261 +9%
Asset Dedication LLC
64
Asset Dedication LLC
California
USD 5.81 M +USD 401 k +17,903 +7%
Truist Financial
65
Truist Financial
North Carolina
USD 5.41 M +USD 380 k +16,992 +8%
Stockman Wealth Management
66
Stockman Wealth Management
Montana
USD 5.25 M +USD 141 k +6,313 +3%
Belpointe Asset Management
67
Belpointe Asset Management
Nevada
USD 5.08 M -USD 12.1 k -539 -0.2%
D.A. Davidson & Co
68
D.A. Davidson & Co
Montana
USD 5.02 M +USD 917 k +40,958 +22%
TRUE Private Wealth Advisors
69
TRUE Private Wealth Advisors
Oregon
USD 4.97 M -USD 32.6 M -1,455,971 -87%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
USD 4.52 M +USD 134 k +5,990 +3%
Parkside Financial Bank & Trust
71
Parkside Financial Bank & Trust
Missouri
USD 4.48 M – – –
APW
72
Atlantic Private Wealth
North Carolina
USD 4.42 M -USD 262 k -11,714 -6%
AWP
73
Accretive Wealth Partners
New Jersey
USD 4.37 M +USD 775 k +34,613 +22%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
USD 4.2 M -USD 27.8 k -1,240 -0.7%
Central Trust Company
75
Central Trust Company
Missouri
USD 4.01 M -USD 234 k -10,451 -6%
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