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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
Great Diamond Partners
101
Great Diamond Partners
Maine
USD 803 k +USD 242 k +11,169 +43%
Cary Street Partners
102
Cary Street Partners
Virginia
USD 783 k -USD 123 k -5,690 -14%
Kerntke Otto McGlone Wealth Management Group
103
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 772 k +USD 196 k +9,034 +34%
Chris Bulman
104
Chris Bulman
California
USD 771 k -USD 70.2 k -3,237 -8%
CFSG
105
Community Financial Services Group
Vermont
USD 742 k +USD 746 k +34,386 Nuevas
Capital Investment Advisors
106
Capital Investment Advisors
Georgia
USD 720 k +USD 868 +40 +0.1%
Benjamin Edwards Inc
107
Benjamin Edwards Inc
Missouri
USD 716 k -USD 16.7 M -770,003 -96%
AQR Capital Management
108
AQR Capital Management
Connecticut
USD 703 k +USD 119 k +5,500 +20%
L2 Asset Management
109
L2 Asset Management
Massachusetts
USD 700 k +USD 22.2 k +1,021 +3%
Mendota Financial Group
110
Mendota Financial Group
Wisconsin
USD 689 k +USD 6.53 k +301 +1%
Harbour Investments
111
Harbour Investments
Wisconsin
USD 636 k +USD 6.01 k +277 +1%
Keeler Thomas Management
112
Keeler Thomas Management
Utah
USD 626 k -USD 223 k -10,260 -26%
Granite Harbor Advisors
113
Granite Harbor Advisors
Texas
USD 624 k -USD 323 k -14,906 -34%
Straight Path Wealth Management
114
Straight Path Wealth Management
Michigan
USD 620 k -USD 22.3 k -1,027 -3%
Independent Advisor Alliance
115
Independent Advisor Alliance
North Carolina
USD 605 k -USD 2.28 M -105,286 -79%
Blake Schutter Theil Wealth Advisors
116
Blake Schutter Theil Wealth Advisors
Ohio
USD 594 k – – –
Creative Planning
117
Creative Planning
Kansas
USD 580 k +USD 581 k +26,768 Nuevas
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
USD 568 k +USD 45.5 k +2,098 +9%
MML Investors Services
119
MML Investors Services
Massachusetts
USD 535 k +USD 131 k +6,022 +32%
Modern Wealth Management
120
Modern Wealth Management
Kansas
USD 525 k +USD 526 k +24,234 Nuevas
P.J. Schmidt Investment Management (PJS)
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 521 k +USD 499 +23 +0.1%
Tableaux
122
Tableaux
Massachusetts
USD 503 k -USD 52.4 k -2,414 -9%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
USD 493 k +USD 435 k +20,023 +731%
Old Port Advisors
124
Old Port Advisors
Maine
USD 489 k -USD 8.77 k -404 -2%
Daybright Advisory Services
125
Daybright Advisory Services
Florida
USD 467 k +USD 5.88 k +271 +1%
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