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iShares iBonds Dec 2030 Term Treasury ETF
IBTK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 61.5 M -USD 11.4 M -582,930 -16%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 55.9 M +USD 4.11 M +209,772 +8%
Bank of America
3
Bank of America
North Carolina
USD 39.7 M +USD 3.85 M +196,772 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 27 M +USD 2.35 M +120,164 +10%
Titleist Asset Management
5
Titleist Asset Management
Texas
USD 26.8 M +USD 2.82 M +143,744 +12%
BlackRock
6
BlackRock
New York
USD 26.4 M +USD 11.5 M +588,616 +77%
United Capital Financial Advisors
7
United Capital Financial Advisors
Texas
USD 26.2 M +USD 2.07 M +105,444 +9%
HM Payson & Co
8
HM Payson & Co
Maine
USD 23.5 M +USD 9.8 M +500,974 +71%
MML Investors Services
9
MML Investors Services
Massachusetts
USD 20.7 M +USD 6.87 M +350,752 +50%
D.A. Davidson & Co
10
D.A. Davidson & Co
Montana
USD 19.7 M +USD 1.71 M +87,330 +9%
Journey Advisory Group
11
Journey Advisory Group
Kentucky
USD 17.6 M +USD 1.01 M +51,372 +6%
Ameriprise
12
Ameriprise
Minnesota
USD 13.9 M +USD 425 k +21,722 +3%
MA
13
MKT Advisors
California
USD 13.8 M +USD 777 k +39,671 +6%
WMS
14
Wealth Management Strategies
Pennsylvania
USD 13.4 M +USD 411 k +20,987 +3%
DP
15
Denver PWM
Colorado
USD 13.3 M -USD 188 k -9,579 -1%
UBS Group
16
UBS Group
Switzerland
USD 13 M -USD 533 k -27,193 -4%
Probity Advisors
17
Probity Advisors
Texas
USD 11.7 M +USD 1.03 M +52,503 +10%
Legacy Private Trust
18
Legacy Private Trust
Wisconsin
USD 11.3 M +USD 626 k +31,954 +6%
SWM
19
Shelton Wealth Management
Texas
USD 10.8 M +USD 771 k +39,375 +8%
NewEdge Advisors
20
NewEdge Advisors
Louisiana
USD 10.6 M +USD 798 k +40,753 +8%
Bailard
21
Bailard
California
USD 10.5 M -USD 65.8 k -3,360 -0.6%
WIM
22
Waycross Investment Management
Washington
USD 10.4 M +USD 195 k +9,933 +2%
E3F
23
Eight 31 Financial
Texas
USD 10.1 M +USD 288 k +14,684 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 9.7 M -USD 78.4 k -4,004 -0.8%
Krilogy Financial
25
Krilogy Financial
Missouri
USD 9.7 M +USD 656 k +33,467 +7%
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