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iShares iBonds Dec 2026 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$829K +$74.9K +3,089 +10%
HW
252
HORAN Wealth
Ohio
$826K -$145K -5,993 -15%
SPWM
253
Straight Path Wealth Management
Michigan
$823K +$144K +5,942 +21%
AM
254
Atwater Malick
Pennsylvania
$816K +$31K +1,280 +4%
CPW
255
Cove Private Wealth
New York
$813K +$813K +33,540 New
AWMG
256
ADG Wealth Management Group
Louisiana
$808K +$65K +2,683 +9%
ATC
257
Adirondack Trust Company
New York
$803K +$48.1K +1,983 +6%
SFB
258
STAR Financial Bank
Indiana
$787K -$38.4K -1,582 -5%
RSEWM
259
River's Edge Wealth Management
Pennsylvania
$781K +$781K +32,202 New
FFA
260
Farther Finance Advisors
California
$771K +$383K +15,790 +99%
SAS
261
SMI Advisory Services
Indiana
$762K +$762K +31,428 New
BCM
262
Brookstone Capital Management
Illinois
$762K -$41.8K -1,723 -5%
OFS
263
Oldfather Financial Services
Nebraska
$754K – – –
VA
264
Vident Advisory
Georgia
$753K – – –
RCA
265
Ranch Capital Advisors
Florida
$748K +$13K +538 +2%
FIB
266
First Interstate Bank
Montana
$746K – – –
PFA
267
Pure Financial Advisors
California
$730K +$10.5K +435 +1%
PIMG
268
Patriot Investment Management Group
Tennessee
$716K – – –
APP
269
Avantax Planning Partners
Iowa
$707K -$73 -3 -0%
SWG
270
Summit Wealth Group
Vermont
$698K +$698K +28,806 New
BC
271
Barrett & Company
Rhode Island
$691K +$267 +11 +0%
RSWA
272
Robinson Smith Wealth Advisors
Maine
$685K – – –
DWM
273
DecisionMap Wealth Management
Virginia
$684K +$43.2K +1,784 +7%
JFG
274
JDM Financial Group
Texas
$677K -$158K -6,522 -19%
BFS
275
BridgePort Financial Solutions
Iowa
$675K +$4.87K +201 +0.7%