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ícone de IBMR

iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Wick Capital Partners
101
Wick Capital Partners
Pennsylvania
US$ 341 mil +US$ 340 mil +13.428 Nova
Regions Financial Corp
102
Regions Financial Corp
Alabama
US$ 337 mil +US$ 337 mil +13.276 Nova
Jones Financial Companies
103
Jones Financial Companies
Missouri
US$ 324 mil +US$ 183 mil +7.235 +131%
EP Wealth Advisors
104
EP Wealth Advisors
California
US$ 305 mil +US$ 51 mil +2.012 +20%
Trust Company
105
Trust Company
Kansas
US$ 301 mil – – –
Freestone Capital Holdings
106
Freestone Capital Holdings
Washington
US$ 297 mil – – –
Park Avenue Securities
107
Park Avenue Securities
New York
US$ 292 mil – – –
Heritage Family Offices
108
Heritage Family Offices
Arizona
US$ 282 mil +US$ 282 mil +11.117 Nova
Pacific Excel Wealth Advisors
109
Pacific Excel Wealth Advisors
California
US$ 282 mil +US$ 282 mil +11.117 Nova
P.J. Schmidt Investment Management (PJS)
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$ 278 mil – – –
Penobscot Investment Management
111
Penobscot Investment Management
Massachusetts
US$ 268 mil – – –
Archford Capital Strategies
112
Archford Capital Strategies
Illinois
US$ 264 mil -US$ 75,2 mil -2.966 -22%
PGIM Custom Harvest
113
PGIM Custom Harvest
New Jersey
US$ 250 mil -US$ 347 mil -13.706 -58%
Daviman Financial
114
Daviman Financial
Indiana
US$ 247 mil -US$ 7,99 mil -315 -3%
Segment Wealth Management
115
Segment Wealth Management
Texas
US$ 247 mil – – –
Foundry Financial Group
116
Foundry Financial Group
New Hampshire
US$ 238 mil +US$ 238 mil +9.393 Nova
Cornell Pochily Investment Advisors
117
Cornell Pochily Investment Advisors
New York
US$ 231 mil -US$ 3,93 mil -155 -2%
WealthBridge Capital Management
118
WealthBridge Capital Management
Ohio
US$ 223 mil +US$ 14,2 mil +561 +7%
First National Trust
119
First National Trust
Pennsylvania
US$ 222 mil +US$ 222 mil +8.759 Nova
Cary Street Partners
120
Cary Street Partners
Virginia
US$ 221 mil – – –
HORAN Wealth
121
HORAN Wealth
Ohio
US$ 217 mil +US$ 913 +36 +0,4%
Dynamic Advisor Solutions
122
Dynamic Advisor Solutions
Arizona
US$ 212 mil +US$ 211 mil +8.333 Nova
Prime Capital Investment Advisors
123
Prime Capital Investment Advisors
Kansas
US$ 204 mil -US$ 299 mil -11.808 -60%
TA
124
TPG Advisors
Illinois
US$ 203 mil +US$ 203 mil +8.013 Nova
Avantax Planning Partners
125
Avantax Planning Partners
Iowa
US$ 203 mil – – –
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