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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
251
Ranch Capital Advisors
Florida
$737K +$39.8K +1,643 +6%
PFA
252
Pure Financial Advisors
California
$722K +$61.6K +2,544 +9%
PIMG
253
Patriot Investment Management Group
Tennessee
$719K +$140K +5,780 +24%
FFP
254
FourThought Financial Partners
Florida
$712K +$710K +29,310 New
APP
255
Avantax Planning Partners
Iowa
$709K -$24 -1 -0%
BC
256
Barrett & Company
Rhode Island
$693K +$97.9K +4,041 +17%
RSWA
257
Robinson Smith Wealth Advisors
Maine
$687K -$34.3K -1,416 -5%
SPWM
258
Straight Path Wealth Management
Michigan
$681K -$9.95K -411 -1%
BFS
259
BridgePort Financial Solutions
Iowa
$672K +$3.66K +151 +0.5%
AGP
260
Autumn Glory Partners
Texas
$668K +$23.1K +954 +4%
IAIM
261
International Assets Investment Management
Florida
$656K – – –
TSS
262
Two Sigma Securities
New York
$655K +$62.1K +2,566 +11%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$651K -$45.2K -1,868 -7%
DWM
264
DecisionMap Wealth Management
Virginia
$643K +$44.6K +1,840 +7%
DWT
265
Dorsey & Whitney Trust
South Dakota
$632K – – –
BAM
266
Belpointe Asset Management
Nevada
$632K +$262K +10,822 +71%
DP
267
Dearborn Partners
Illinois
$621K +$42.6K +1,761 +7%
AWM
268
Alterna Wealth Management
Texas
$606K +$4.58K +189 +0.8%
MCA
269
Maryland Capital Advisors
Maryland
$604K -$68.4K -2,825 -10%
NA
270
Nestegg Advisors
New York
$599K -$125K -5,160 -17%
DCM
271
Dudley Capital Management
Virginia
$593K +$246K +10,175 +72%
SB
272
Strategic Blueprint
Georgia
$592K +$31.6K +1,305 +6%
DSC
273
Duncker Streett & Co
Missouri
$581K -$34.9K -1,442 -6%
PA
274
PSI Advisors
Florida
$578K +$118K +4,860 +26%
RBC
275
Roble Belko & Company
Pennsylvania
$578K +$25K +1,032 +5%
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