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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
251
Montis Financial
Massachusetts
$586K +$586K +24,327 New
ATC
252
Adirondack Trust Company
New York
$580K +$36K +1,493 +7%
SWC
253
Spectrum Wealth Counsel
Indiana
$579K +$3.18K +132 +0.6%
BC
254
Barrett & Company
Rhode Island
$578K +$50K +2,076 +9%
OPOWM
255
One Plus One Wealth Management
Florida
$576K +$577K +23,944 New
ASN
256
Advisory Services Network
Georgia
$561K +$283K +11,752 +102%
RBC
257
Roble Belko & Company
Pennsylvania
$548K +$189K +7,855 +53%
MFWP
258
Mosaic Family Wealth Partners
Missouri
$543K +$320K +13,273 +143%
DP
259
Dearborn Partners
Illinois
$541K -$2.39K -99 -0.4%
EAM
260
Empirical Asset Management
Massachusetts
$537K – – –
MCM
261
Mattern Capital Management
Colorado
$531K – – –
ADL
262
Asset Dedication LLC
California
$519K -$2.83M -117,282 -84%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$514K +$266K +11,051 +107%
SWM
264
Stockman Wealth Management
Montana
$513K +$844 +35 +0.2%
PIMG
265
Patriot Investment Management Group
Tennessee
$512K +$235K +9,757 +85%
MAG
266
M3 Advisory Group
Massachusetts
$512K +$434 +18 +0.1%
1WM
267
1900 Wealth Management
Texas
$510K +$7.16K +297 +1%
NDSI
268
Newman Dignan & Sheerar Inc
Rhode Island
$499K +$169 +7 +0%
MA
269
Mutual Advisors
Nebraska
$484K -$76.2K -3,161 -14%
BWM
270
BCS Wealth Management
Tennessee
$484K – – –
LF
271
Lee Financial
Texas
$465K -$466K -19,330 Closed
MOS
272
MGO One Seven
Ohio
$462K – – –
SVCP
273
Silicon Valley Capital Partners
California
$459K +$460K +19,064 New
MFA
274
Mayflower Financial Advisors
Massachusetts
$456K – – –
SCM
275
Steele Capital Management
Iowa
$454K -$51K -2,114 -10%
9 10
11
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