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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Krilogy Financial
1
Krilogy Financial
Missouri
USD 59.4 M +USD 3.86 M +169,863 +7%
UBS Group
2
UBS Group
Switzerland
USD 22.2 M -USD 445 k -19,549 -2%
Morgan Stanley
3
Morgan Stanley
New York
USD 20.1 M +USD 827 k +36,365 +4%
Confluence Investment Management
4
Confluence Investment Management
Missouri
USD 16.7 M -USD 1.55 M -68,247 -8%
Raymond James Financial
5
Raymond James Financial
Florida
USD 12.1 M +USD 127 k +5,582 +1%
D.A. Davidson & Co
6
D.A. Davidson & Co
Montana
USD 10.5 M +USD 940 k +41,330 +10%
Truist Financial
7
Truist Financial
North Carolina
USD 10.2 M +USD 1.73 M +75,973 +20%
Titleist Asset Management
8
Titleist Asset Management
Texas
USD 10 M +USD 7.91 M +347,727 +379%
Probity Advisors
9
Probity Advisors
Texas
USD 9.9 M +USD 2.63 M +115,483 +36%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 8.95 M +USD 943 k +41,460 +12%
Legacy Private Trust
11
Legacy Private Trust
Wisconsin
USD 8.54 M +USD 820 k +36,078 +11%
SCA
12
Snowden Capital Advisors
New York
USD 8.5 M +USD 119 k +5,222 +1%
Wells Fargo
13
Wells Fargo
California
USD 8.23 M +USD 265 k +11,659 +3%
United Capital Financial Advisors
14
United Capital Financial Advisors
Texas
USD 7.85 M +USD 941 k +41,366 +14%
Ameriprise
15
Ameriprise
Minnesota
USD 7.44 M +USD 1.03 M +45,325 +16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
USD 7.09 M -USD 5.43 M -238,876 -43%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 6.83 M +USD 474 k +20,836 +7%
APW
18
Atlantic Private Wealth
North Carolina
USD 6.67 M +USD 1.35 M +59,363 +25%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
USD 5.01 M +USD 490 k +21,547 +11%
Asset Dedication LLC
20
Asset Dedication LLC
California
USD 5 M +USD 708 k +31,139 +16%
Stockman Wealth Management
21
Stockman Wealth Management
Montana
USD 4.96 M +USD 409 k +17,972 +9%
YWM
22
Yoder Wealth Management
California
USD 4.92 M +USD 1.4 M +61,484 +40%
Bank of America
23
Bank of America
North Carolina
USD 4.62 M +USD 351 k +15,446 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 4.16 M +USD 865 k +38,047 +26%
AWP
25
Accretive Wealth Partners
New Jersey
USD 4.15 M +USD 799 k +35,116 +24%
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