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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
Atria Investments
76
Atria Investments
North Carolina
USD 1.78 M -USD 141 k -6,502 -7%
Allworth Financial
77
Allworth Financial
California
USD 1.71 M +USD 68.1 k +3,140 +4%
Midwest Professional Planners Ltd (MPPL)
78
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 1.66 M +USD 411 k +18,927 +33%
Associated Banc-Corp
79
Associated Banc-Corp
Wisconsin
USD 1.5 M +USD 10.7 k +494 +0.7%
SummitPoint Capital Management
80
SummitPoint Capital Management
Colorado
USD 1.45 M -USD 287 k -13,203 -16%
IFP Advisors
81
IFP Advisors
Florida
USD 1.44 M -USD 112 k -5,148 -7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
USD 1.43 M -USD 552 k -25,435 -28%
Montecito Bank & Trust
83
Montecito Bank & Trust
California
USD 1.34 M +USD 120 k +5,540 +10%
Reliant Wealth Planning
84
Reliant Wealth Planning
Kentucky
USD 1.33 M +USD 19.4 k +896 +1%
Jim Saulnier & Associates
85
Jim Saulnier & Associates
Colorado
USD 1.32 M +USD 47.4 k +2,183 +4%
Goldman Sachs
86
Goldman Sachs
New York
USD 1.3 M +USD 873 k +40,244 +203%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
USD 1.29 M – – –
Foundry Financial Group
88
Foundry Financial Group
New Hampshire
USD 1.29 M +USD 8.25 k +380 +0.6%
BIP Wealth
89
BIP Wealth
Georgia
USD 1.25 M -USD 2.33 M -107,355 -65%
Woodley Farra Manion Portfolio Management
90
Woodley Farra Manion Portfolio Management
Indiana
USD 1.22 M +USD 391 k +18,021 +47%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
USD 1.08 M +USD 1.08 M +49,694 Nuevas
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
USD 1.05 M +USD 109 +5 +0%
Snowden Capital Advisors
93
Snowden Capital Advisors
New York
USD 943 k +USD 11.6 k +536 +1%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
USD 940 k -USD 909 k -41,899 -49%
Cerity Partners
95
Cerity Partners
New York
USD 926 k -USD 14.5 k -670 -2%
Moulton Wealth Management
96
Moulton Wealth Management
Washington
USD 915 k +USD 920 k +42,408 Nuevas
KFG Wealth Management
97
KFG Wealth Management
Indiana
USD 897 k +USD 15.7 k +723 +2%
Atlantic Private Wealth
98
Atlantic Private Wealth
North Carolina
USD 890 k -USD 28.8 k -1,328 -3%
Compass Ion Advisors
99
Compass Ion Advisors
Pennsylvania
USD 825 k – – –
Duncker Streett & Co
100
Duncker Streett & Co
Missouri
USD 817 k +USD 7.72 k +356 +1%
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4
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