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IBMPのアイコン

iShares iBonds Dec 2027 Term Muni Bond ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Strid Group
101
Strid Group
Pennsylvania
$64.9万 – – –
Creative Planning
102
Creative Planning
Kansas
$63.9万 -$17.6万 -6,941 -22%
SWM
103
Silverlake Wealth Management
Vermont
$63.4万 +$9.9万 +3,893 +18%
CFS Investment Advisory Services
104
CFS Investment Advisory Services
New Jersey
$61.3万 -$10.5万 -4,127 -15%
Smith, Moore & Co
105
Smith, Moore & Co
Missouri
$59.6万 +$4.36万 +1,719 +8%
Gould Asset Management
106
Gould Asset Management
California
$58.3万 +$2.55万 +1,005 +5%
Modern Wealth Management
107
Modern Wealth Management
Kansas
$58.3万 -$26.8万 -10,568 -32%
DSA
108
Droms Strauss Advisors
Missouri
$56.9万 +$16.9万 +6,652 +42%
EFP
109
Envision Financial Planning
Tennessee
$56.6万 -$2.46万 -968 -4%
CPW
110
Cove Private Wealth
New York
$55.9万 +$55.8万 +22,000 新規
Woodmont Investment Counsel
111
Woodmont Investment Counsel
Tennessee
$55.5万 -$40.4万 -15,913 -42%
James Investment Research
112
James Investment Research
Ohio
$52.6万 – – –
FFG
113
Foundry Financial Group
New Hampshire
$52.1万 – – –
Sovereign Financial Group
114
Sovereign Financial Group
Connecticut
$50万 – – –
PPWM
115
PFG Private Wealth Management
Florida
$45.3万 -$6,803 -268 -1%
OneAscent Financial Services
116
OneAscent Financial Services
Alabama
$43万 +$43万 +16,921 新規
WCM
117
WealthBridge Capital Management
Ohio
$42.4万 +$9,443 +372 +2%
JSA
118
Jim Saulnier & Associates
Colorado
$41.7万 +$2,564 +101 +0.6%
Arax Advisory Partners
119
Arax Advisory Partners
Colorado
$41万 +$41万 +16,142 新規
Sax Wealth Advisors
120
Sax Wealth Advisors
New Jersey
$38.4万 – – –
Atria Investments
121
Atria Investments
North Carolina
$38.3万 – – –
Jones Financial Companies
122
Jones Financial Companies
Missouri
$38.2万 +$24.9万 +9,804 +188%
MV Capital Management
123
MV Capital Management
Maryland
$36.7万 – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$36.7万 +$4,823 +190 +1%
Princeton Global Asset Management
125
Princeton Global Asset Management
New Jersey
$36.6万 +$15.1万 +5,944 +70%