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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
Kestra Advisory Services
126
Kestra Advisory Services
Texas
USD 452 k -USD 48.7 k -2,242 -10%
DecisionMap Wealth Management
127
DecisionMap Wealth Management
Virginia
USD 440 k +USD 97.1 k +4,475 +28%
Jacobi Capital Management
128
Jacobi Capital Management
Pennsylvania
USD 427 k -USD 2.69 k -124 -0.6%
Heartland Bank & Trust
129
Heartland Bank & Trust
Illinois
USD 424 k – – –
Walleye Partners
130
Walleye Partners
Wisconsin
USD 417 k +USD 3.95 k +182 +1%
Atwater Malick
131
Atwater Malick
Pennsylvania
USD 399 k +USD 99.3 k +4,575 +33%
Smithbridge Asset Management
132
Smithbridge Asset Management
Pennsylvania
USD 398 k – – –
Prime Capital Investment Advisors
133
Prime Capital Investment Advisors
Kansas
USD 394 k +USD 28.7 k +1,324 +8%
Prosperity Planning
134
Prosperity Planning
Missouri
USD 387 k – – –
Beacon Pointe Advisors
135
Beacon Pointe Advisors
California
USD 380 k +USD 13.6 k +629 +4%
Black Maple Capital Management
136
Black Maple Capital Management
Wisconsin
USD 379 k – – –
Summit Wealth Partners
137
Summit Wealth Partners
Florida
USD 376 k +USD 911 +42 +0.2%
STAR Financial Bank
138
STAR Financial Bank
Indiana
USD 375 k -USD 8.77 k -404 -2%
CGN Advisors
139
CGN Advisors
Kansas
USD 373 k +USD 1.71 k +79 +0.5%
XY Planning Network
140
XY Planning Network
Montana
USD 373 k +USD 374 k +17,225 Nuevas
Johnson Investment Counsel
141
Johnson Investment Counsel
Ohio
USD 372 k – – –
Madrid Wealth Management
142
Madrid Wealth Management
New Mexico
USD 366 k – – –
Kestra Investment Management
143
Kestra Investment Management
Texas
USD 365 k +USD 18.1 k +832 +5%
MLP3 LLC
144
MLP3 LLC
New Jersey
USD 363 k +USD 75.8 k +3,493 +26%
Old Point Trust & Financial Services N A
145
Old Point Trust & Financial Services N A
Virginia
USD 357 k +USD 175 k +8,050 +95%
Barrett & Company
146
Barrett & Company
Rhode Island
USD 354 k +USD 117 k +5,374 +49%
OneDigital Investment Advisors
147
OneDigital Investment Advisors
Kansas
USD 352 k -USD 8.05 k -371 -2%
Transcend Capital Advisors
148
Transcend Capital Advisors
New Jersey
USD 345 k – – –
CL
149
COWA LLC
Oklahoma
USD 340 k – – –
Trinity Wealth Management
150
Trinity Wealth Management
Pennsylvania
USD 340 k +USD 1.17 k +54 +0.3%
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6
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