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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
251
Straight Path Wealth Management
Michigan
$823K +$144K +5,942 +21%
AM
252
Atwater Malick
Pennsylvania
$816K +$31K +1,280 +4%
CPW
253
Cove Private Wealth
New York
$813K +$813K +33,540 New
AWMG
254
ADG Wealth Management Group
Louisiana
$808K +$65K +2,683 +9%
ATC
255
Adirondack Trust Company
New York
$803K +$48.1K +1,983 +6%
SFB
256
STAR Financial Bank
Indiana
$787K -$38.4K -1,582 -5%
RSEWM
257
River's Edge Wealth Management
Pennsylvania
$781K +$781K +32,202 New
FFA
258
Farther Finance Advisors
California
$771K +$383K +15,790 +99%
SAS
259
SMI Advisory Services
Indiana
$762K +$762K +31,428 New
BCM
260
Brookstone Capital Management
Illinois
$762K -$41.8K -1,723 -5%
OFS
261
Oldfather Financial Services
Nebraska
$754K – – –
VA
262
Vident Advisory
Georgia
$753K – – –
RCA
263
Ranch Capital Advisors
Florida
$748K +$13K +538 +2%
FIB
264
First Interstate Bank
Montana
$746K – – –
PFA
265
Pure Financial Advisors
California
$730K +$10.5K +435 +1%
PIMG
266
Patriot Investment Management Group
Tennessee
$716K – – –
APP
267
Avantax Planning Partners
Iowa
$707K -$73 -3 -0%
SWG
268
Summit Wealth Group
Vermont
$698K +$698K +28,806 New
BC
269
Barrett & Company
Rhode Island
$691K +$267 +11 +0%
RSWA
270
Robinson Smith Wealth Advisors
Maine
$685K – – –
DWM
271
DecisionMap Wealth Management
Virginia
$684K +$43.2K +1,784 +7%
JFG
272
JDM Financial Group
Texas
$677K -$158K -6,522 -19%
BFS
273
BridgePort Financial Solutions
Iowa
$675K +$4.87K +201 +0.7%
SWP
274
Summit Wealth Partners
Florida
$669K -$107K -4,400 -14%
AGP
275
Autumn Glory Partners
Texas
$668K +$1.48K +61 +0.2%
9 10
11
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