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icono de IBTJ

iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Stockman Wealth Management
51
Stockman Wealth Management
Montana
USD 5.54 M +USD 174 k +8,032 +3%
Baltimore-Washington Financial Advisors
52
Baltimore-Washington Financial Advisors
Maryland
USD 5.49 M +USD 671 k +30,910 +14%
Asset Dedication LLC
53
Asset Dedication LLC
California
USD 5.37 M +USD 636 k +29,317 +13%
CLA (CliftonLarsonAllen) Wealth Advisors
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 5.15 M -USD 115 k -5,290 -2%
Belpointe Asset Management
55
Belpointe Asset Management
Nevada
USD 4.81 M +USD 254 k +11,691 +6%
Accretive Wealth Partners
56
Accretive Wealth Partners
New Jersey
USD 4.37 M +USD 798 k +36,777 +22%
BFO
57
Boston Family Office
Massachusetts
USD 3.99 M +USD 783 k +36,094 +24%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
USD 3.96 M -USD 83.8 k -3,863 -2%
Portland Global Advisors
59
Portland Global Advisors
Maine
USD 3.87 M +USD 3.88 M +178,937 Nuevas
Financial Engines Advisors
60
Financial Engines Advisors
California
USD 3.87 M -USD 128 k -5,882 -3%
Howland Capital Management
61
Howland Capital Management
Massachusetts
USD 3.82 M +USD 521 k +23,996 +16%
NG
62
Northstar Group
New York
USD 3.7 M +USD 762 k +35,134 +26%
SignatureFD
63
SignatureFD
Georgia
USD 3.66 M +USD 50.2 k +2,312 +1%
TFS
64
Thoroughbred Financial Services
Tennessee
USD 3.59 M -USD 211 k -9,726 -6%
Parallel Advisors
65
Parallel Advisors
California
USD 3.46 M +USD 226 k +10,407 +7%
MV Capital Management
66
MV Capital Management
Maryland
USD 3.09 M – – –
SCS Capital Management
67
SCS Capital Management
Massachusetts
USD 2.87 M -USD 35.2 k -1,620 -1%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
USD 2.84 M -USD 7.6 k -350 -0.3%
Sanctuary Advisors
69
Sanctuary Advisors
Indiana
USD 2.68 M +USD 591 k +27,247 +28%
Apella Capital
70
Apella Capital
Connecticut
USD 2.67 M +USD 453 k +20,889 +20%
Leavell Investment Management
71
Leavell Investment Management
Alabama
USD 2.55 M -USD 37.6 k -1,732 -1%
Hughes Financial Services
72
Hughes Financial Services
Virginia
USD 2.23 M +USD 71.3 k +3,285 +3%
Valmark Advisers
73
Valmark Advisers
Ohio
USD 2.19 M +USD 575 k +26,496 +35%
Titleist Asset Management
74
Titleist Asset Management
Texas
USD 2.15 M +USD 303 k +13,969 +16%
HighTower Advisors
75
HighTower Advisors
Illinois
USD 1.83 M -USD 825 k -38,016 -31%
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