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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 76.9 M +USD 1.16 M +52,489 +2%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 75.9 M +USD 122 k +5,523 +0.2%
Bank of America
3
Bank of America
North Carolina
USD 67.7 M +USD 7.34 M +330,794 +12%
Stratos Wealth Advisors
4
Stratos Wealth Advisors
Ohio
USD 61.3 M +USD 60.7 M +2,739,342 +9,211%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
USD 58.4 M +USD 5.16 M +232,600 +10%
Wells Fargo
6
Wells Fargo
California
USD 42.4 M -USD 24.9 M -1,125,010 -37%
Arax Advisory Partners
7
Arax Advisory Partners
Colorado
USD 41.8 M +USD 41.9 M +1,889,290 Nuevas
Raymond James Financial
8
Raymond James Financial
Florida
USD 40.3 M -USD 2.78 M -125,162 -6%
Bailard
9
Bailard
California
USD 31.9 M +USD 1.72 M +77,771 +6%
UBS Group
10
UBS Group
Switzerland
USD 30.6 M -USD 651 k -29,336 -2%
Brookstone Capital Management
11
Brookstone Capital Management
Illinois
USD 30.4 M +USD 408 k +18,398 +1%
Financial Advisory Corporation
12
Financial Advisory Corporation
Michigan
USD 29.8 M +USD 2.5 M +112,581 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 29.7 M +USD 1.55 M +69,857 +5%
Heartwood Wealth Advisors
14
Heartwood Wealth Advisors
Virginia
USD 28.9 M +USD 317 k +14,279 +1%
United Capital Financial Advisors
15
United Capital Financial Advisors
Texas
USD 28 M +USD 1.84 M +82,996 +7%
Asset Advisors Investment Management
16
Asset Advisors Investment Management
Georgia
USD 26.9 M +USD 50.2 k +2,264 +0.2%
BlackRock
17
BlackRock
New York
USD 26.4 M +USD 11.5 M +516,561 +76%
HM Payson & Co
18
HM Payson & Co
Maine
USD 26.2 M +USD 3.04 M +136,887 +13%
LPL Financial
19
LPL Financial
California
USD 24.6 M +USD 1.53 M +69,195 +7%
Stratos Wealth Partners
20
Stratos Wealth Partners
Ohio
USD 23 M +USD 578 k +26,051 +3%
Integrated Wealth Concepts
21
Integrated Wealth Concepts
Massachusetts
USD 21.4 M +USD 3.48 M +156,891 +19%
Atwood & Palmer
22
Atwood & Palmer
Missouri
USD 21.2 M +USD 354 k +15,969 +2%
HAS
23
Horizon Advisory Services
New York
USD 20.4 M +USD 478 k +21,544 +2%
Journey Advisory Group
24
Journey Advisory Group
Kentucky
USD 19.5 M +USD 185 k +8,322 +1%
MA
25
MKT Advisors
California
USD 18.6 M +USD 860 k +38,797 +5%
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