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ícone de IBMQ

iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
MONECO Advisors
151
MONECO Advisors
Connecticut
US$ 280 mil – – –
P.J. Schmidt Investment Management (PJS)
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$ 259 mil – – –
Archford Capital Strategies
153
Archford Capital Strategies
Illinois
US$ 249 mil -US$ 77,2 mil -3.024 -24%
Klingman & Associates
154
Klingman & Associates
New York
US$ 246 mil -US$ 75,8 mil -2.972 -24%
Segment Wealth Management
155
Segment Wealth Management
Texas
US$ 243 mil – – –
Arrow Financial
156
Arrow Financial
New York
US$ 242 mil – – –
Accretive Wealth Partners
157
Accretive Wealth Partners
New Jersey
US$ 241 mil -US$ 30,2 mil -1.184 -11%
Cary Street Partners
158
Cary Street Partners
Virginia
US$ 232 mil – – –
Cornell Pochily Investment Advisors
159
Cornell Pochily Investment Advisors
New York
US$ 232 mil -US$ 3,96 mil -155 -2%
Arax Advisory Partners
160
Arax Advisory Partners
Colorado
US$ 227 mil +US$ 227 mil +8.886 Nova
Private Trust Company
161
Private Trust Company
Ohio
US$ 225 mil – – –
Meridian Wealth Management
162
Meridian Wealth Management
Kentucky
US$ 222 mil +US$ 222 mil +8.687 Nova
Princeton Global Asset Management
163
Princeton Global Asset Management
New Jersey
US$ 221 mil +US$ 100 mil +3.925 +83%
HORAN Wealth
164
HORAN Wealth
Ohio
US$ 217 mil – – –
ArborFi Advisors
165
ArborFi Advisors
Michigan
US$ 212 mil – – –
Miracle Mile Advisors
166
Miracle Mile Advisors
California
US$ 212 mil +US$ 211 mil +8.271 Nova
Nestegg Advisors
167
Nestegg Advisors
New York
US$ 211 mil +US$ 1,28 mil +50 +0,6%
Beaumont Asset Management
168
Beaumont Asset Management
Texas
US$ 205 mil – – –
Wealthspire Advisors (New York)
169
Wealthspire Advisors (New York)
New York
US$ 200 mil +US$ 200 mil +7.819 Nova
CNB Bank
170
CNB Bank
Pennsylvania
US$ 195 mil – – –
Elequin Capital
171
Elequin Capital
New York
US$ 185 mil +US$ 184 mil +7.228 Nova
Hughes Financial Services
172
Hughes Financial Services
Virginia
US$ 173 mil +US$ 18,3 mil +716 +12%
Fidelity Investments
173
Fidelity Investments
Massachusetts
US$ 163 mil +US$ 129 mil +5.065 +386%
Key Financial Inc
174
Key Financial Inc
Pennsylvania
US$ 133 mil +US$ 133 mil +5.200 Nova
Bank of New Hampshire
175
Bank of New Hampshire
New Hampshire
US$ 96,4 mil -US$ 25,5 mil -1.000 -21%
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