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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
TB
276
Treynor Bancshares
Iowa
$250K +$119 +5 +0%
RW
277
REDW Wealth
New Mexico
$246K +$27.6K +1,159 +13%
WANY
278
Wealthspire Advisors (New York)
New York
$242K +$242K +10,151 New
PWM
279
Perigon Wealth Management
California
$240K -$64.4K -2,703 -21%
BBW
280
Blue Barn Wealth
Utah
$238K +$238K +9,982 New
TW
281
Transform Wealth
Colorado
$238K +$238K +9,970 New
BONH
282
Bank of New Hampshire
New Hampshire
$233K – – –
GCA
283
Gradient Capital Advisors
California
$229K +$25K +1,050 +12%
WFA
284
Wells Financial Advisors
Massachusetts
$218K – – –
VNA
285
Valley National Advisers
Pennsylvania
$218K -$103K -4,303 -32%
CFCI
286
Comprehensive Financial Consultants Institutional
Indiana
$214K – – –
DWA
287
Delap Wealth Advisory
Oregon
$204K -$204K -8,542 -50%
GGI
288
Godsey & Gibb Inc
Virginia
$190K -$14.2K -595 -7%
HGERS
289
Householder Group Estate & Retirement Specialist
Arizona
$184K -$43.4K -1,822 -19%
AIM
290
Arcadia Investment Management
Michigan
$179K – – –
AA
291
Addison Advisors
Vermont
$166K +$16.8K +704 +11%
SHIM
292
Stone House Investment Management
Pennsylvania
$157K +$1.02K +43 +0.7%
BWL
293
Bogart Wealth LLC
Virginia
$133K +$15K +629 +13%
KHC
294
Koesten Hirschmann & Crabtree
Kansas
$122K – – –
HI
295
Harbour Investments
Wisconsin
$119K +$24.1K +1,009 +25%
PTC
296
Private Trust Company
Ohio
$116K +$8.96K +376 +8%
AAG
297
Armstrong Advisory Group
Massachusetts
$98.1K – – –
HWA
298
HHM Wealth Advisors
Tennessee
$90K – – –
BWM
299
Bullock Wealth Management
Indiana
$87.7K +$87.9K +3,689 New
PGAM
300
Princeton Global Asset Management
New Jersey
$86.3K +$28.9K +1,212 +50%
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