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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
Focus Partners Wealth
251
Focus Partners Wealth
Massachusetts
$357K – – –
RJT
252
Raymond James Trust
Florida
$357K +$41.6K +1,747 +13%
VFIC
253
Valley Forge Investment Consultants
Pennsylvania
$356K +$356K +14,926 New
EWM
254
Executive Wealth Management
Michigan
$351K +$352K +14,784 New
HWM
255
Horizons Wealth Management
North Carolina
$351K – – –
RBC
256
Roble Belko & Company
Pennsylvania
$337K +$24 +1 +0%
AWM
257
Alterna Wealth Management
Texas
$337K +$337K +14,127 New
KC
258
Kades & Cheifetz
Pennsylvania
$336K +$2.17K +91 +0.6%
USWIA
259
UP Strategic Wealth Investment Advisors
Pennsylvania
$335K – – –
YWM
260
Yoder Wealth Management
California
$329K +$329K +13,800 New
SS
261
Sunbelt Securities
Texas
$313K – – –
CHA
262
Cooper/Haims Advisors
New York
$303K – – –
AMM
263
American Money Management
California
$303K – – –
KAS
264
KPP Advisory Services
Kentucky
$286K +$286K +11,986 New
ATC
265
Adirondack Trust Company
New York
$283K +$163K +6,834 +135%
MCM
266
Mattern Capital Management
Colorado
$277K +$277K +11,612 New
KFAA
267
Klaas Financial Asset Advisors
Illinois
$276K +$36.3K +1,524 +15%
GBWM
268
Granite Bay Wealth Management
New Hampshire
$274K +$274K +11,500 New
AWM
269
Avior Wealth Management
Nebraska
$272K – – –
ACA
270
Anchor Capital Advisors
Massachusetts
$268K – – –
IAIM
271
International Assets Investment Management
Florida
$266K +$15.5K +650 +6%
CWS
272
Cypress Wealth Services
California
$261K – – –
NB
273
Northwest Bancshares
Pennsylvania
$257K +$257K +10,786 New
HFA
274
Highland Financial Advisors
New Jersey
$252K – – –
PIMG
275
Patriot Investment Management Group
Tennessee
$250K – – –
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