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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
Vestmark Advisory Solutions
176
Vestmark Advisory Solutions
Massachusetts
USD 258 k +USD 258 k +11,901 Nuevas
Highland Financial Advisors
177
Highland Financial Advisors
New Jersey
USD 253 k – – –
Resonant Capital Advisors
178
Resonant Capital Advisors
Wisconsin
USD 251 k -USD 10.3 k -476 -4%
MGO One Seven
179
MGO One Seven
Ohio
USD 240 k +USD 240 k +11,063 Nuevas
Global Retirement Partners
180
Global Retirement Partners
California
USD 235 k +USD 236 k +10,853 Nuevas
Trust Company
181
Trust Company
Kansas
USD 222 k – – –
Apollon Wealth Management
182
Apollon Wealth Management
South Carolina
USD 218 k -USD 1.98 k -91 -0.9%
Avidian Wealth Enterprises
183
Avidian Wealth Enterprises
Texas
USD 214 k +USD 214 k +9,862 Nuevas
Foundations Investment Advisors
184
Foundations Investment Advisors
Arizona
USD 206 k -USD 651 -30 -0.3%
Penobscot Investment Management
185
Penobscot Investment Management
Massachusetts
USD 206 k – – –
Evergreen Wealth Solutions
186
Evergreen Wealth Solutions
Pennsylvania
USD 205 k -USD 2.54 M -117,010 -92%
Washington Trust
187
Washington Trust
Rhode Island
USD 203 k – – –
Koshinski Asset Management
188
Koshinski Asset Management
Illinois
USD 203 k +USD 203 k +9,358 Nuevas
Talon Private Wealth
189
Talon Private Wealth
Florida
USD 202 k +USD 203 k +9,352 Nuevas
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
USD 202 k -USD 146 k -6,707 -42%
Atlantic Union Bankshares
191
Atlantic Union Bankshares
Virginia
USD 137 k +USD 26.1 k +1,202 +23%
Cherry Tree Wealth Management
192
Cherry Tree Wealth Management
Minnesota
USD 136 k – – –
High Note Wealth
193
High Note Wealth
Minnesota
USD 124 k – – –
Hills Bank & Trust
194
Hills Bank & Trust
Iowa
USD 119 k +USD 1.95 k +90 +2%
Pinnacle Bancorp
195
Pinnacle Bancorp
Nebraska
USD 114 k – – –
Key Financial Inc
196
Key Financial Inc
Pennsylvania
USD 108 k +USD 108 k +4,995 Nuevas
Farther Finance Advisors
197
Farther Finance Advisors
California
USD 100 k +USD 955 +44 +1%
US Bancorp
198
US Bancorp
Minnesota
USD 88.7 k – – –
Hara Capital
199
Hara Capital
Washington
USD 86.6 k -USD 18.1 k -832 -17%
APFP
200
Action Point Financial Planning
Michigan
USD 84 k +USD 84.2 k +3,882 Nuevas
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8
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