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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Transcend Capital Advisors
151
Transcend Capital Advisors
New Jersey
USD 896 k – – –
DCM
152
Dudley Capital Management
Virginia
USD 880 k – – –
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
USD 878 k – – –
Apollon Wealth Management
154
Apollon Wealth Management
South Carolina
USD 876 k +USD 3.98 k +178 +0.5%
Phillips Financial Management
155
Phillips Financial Management
Indiana
USD 865 k +USD 985 +44 +0.1%
Kestra Private Wealth Services
156
Kestra Private Wealth Services
Texas
USD 845 k +USD 10.3 k +461 +1%
Ellis Investment Partners
157
Ellis Investment Partners
Pennsylvania
USD 843 k +USD 844 k +37,690 Nuevas
Farther Finance Advisors
158
Farther Finance Advisors
California
USD 818 k +USD 369 k +16,475 +82%
DSC
159
Duncker Streett & Co
Missouri
USD 815 k +USD 7.61 k +340 +0.9%
Mission Wealth Management
160
Mission Wealth Management
California
USD 813 k +USD 308 k +13,754 +61%
Simplicity Wealth
161
Simplicity Wealth
New Jersey
USD 809 k +USD 240 k +10,722 +42%
CB
162
Chris Bulman
California
USD 780 k -USD 71.2 k -3,181 -8%
Coldstream Capital Management
163
Coldstream Capital Management
Washington
USD 722 k -USD 52.6 k -2,348 -7%
Benjamin Edwards Inc
164
Benjamin Edwards Inc
Missouri
USD 713 k +USD 20.3 k +906 +3%
EW
165
Element Wealth
Mississippi
USD 707 k +USD 1.3 k +58 +0.2%
L2 Asset Management
166
L2 Asset Management
Massachusetts
USD 705 k -USD 6.38 M -284,876 -90%
Wick Capital Partners
167
Wick Capital Partners
Pennsylvania
USD 705 k -USD 20 k -892 -3%
CIBC World Market
168
CIBC World Market
Ontario, Canada
USD 698 k -USD 3.49 k -156 -0.5%
Mesirow Financial Investment Management
169
Mesirow Financial Investment Management
Illinois
USD 695 k -USD 50.5 k -2,257 -7%
PP
170
Prosperity Planning
Missouri
USD 692 k – – –
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
USD 688 k +USD 153 k +6,817 +28%
Physician Wealth Advisors
172
Physician Wealth Advisors
Utah
USD 668 k +USD 514 k +22,964 +333%
Johnson Investment Counsel
173
Johnson Investment Counsel
Ohio
USD 650 k – – –
Savvy Advisors Inc
174
Savvy Advisors Inc
New York
USD 648 k -USD 39.2 k -1,753 -6%
Koss-Olinger Consulting
175
Koss-Olinger Consulting
Florida
USD 644 k +USD 3.98 k +178 +0.6%
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