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iShares iBonds Dec 2030 Term Treasury ETF
IBTK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Phillips Financial Management
151
Phillips Financial Management
Indiana
USD 98.9 k +USD 99.2 k +5,063 Nuevas
Cherry Tree Wealth Management
152
Cherry Tree Wealth Management
Minnesota
USD 97 k – – –
APFP
153
Action Point Financial Planning
Michigan
USD 83.9 k +USD 84.1 k +4,292 Nuevas
CNB Bank
154
CNB Bank
Pennsylvania
USD 81.9 k +USD 3.88 k +198 +5%
Bogart Wealth LLC
155
Bogart Wealth LLC
Virginia
USD 69.6 k – – –
JPL Wealth Management
156
JPL Wealth Management
Colorado
USD 66.1 k – – –
US Bancorp
157
US Bancorp
Minnesota
USD 65.7 k – – –
NBH Bank
158
NBH Bank
Colorado
USD 61.2 k +USD 61.4 k +3,134 Nuevas
MCF Advisors
159
MCF Advisors
Kentucky
USD 51.1 k +USD 51.2 k +2,616 Nuevas
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
USD 50.2 k -USD 2.62 k -134 -5%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
USD 49.9 k +USD 12.6 k +645 +34%
TD Capital Management
162
TD Capital Management
Tennessee
USD 45 k +USD 431 +22 +1%
Clearstead Trust
163
Clearstead Trust
Maine
USD 41.7 k – – –
High Note Wealth
164
High Note Wealth
Minnesota
USD 29.5 k – – –
LAMC
165
Longview Asset Management (California)
California
USD 22.4 k +USD 22.5 k +1,148 Nuevas
Robbins Farley
166
Robbins Farley
New Hampshire
USD 19.7 k – – –
PK
167
Pflug Koory
Nebraska
USD 17.8 k – – –
MB, Levis & Associates
168
MB, Levis & Associates
Pennsylvania
USD 17.2 k +USD 157 +8 +0.9%
First PREMIER Bank
169
First PREMIER Bank
South Dakota
USD 17 k – – –
Pinnacle Bancorp
170
Pinnacle Bancorp
Nebraska
USD 14.8 k – – –
Gilpin Wealth Management
171
Gilpin Wealth Management
Colorado
USD 8.4 k – – –
Vanguard Advisers Inc
172
Vanguard Advisers Inc
Pennsylvania
USD 7.89 k – – –
Logan Capital Management
173
Logan Capital Management
Pennsylvania
USD 6.74 k +USD 6.76 k +345 Nuevas
AssetMark Inc
174
AssetMark Inc
California
USD 2.46 k +USD 2.47 k +126 Nuevas
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
USD 1.39 k – – –
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