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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
301
Principal Securities
Iowa
$385K – – –
TCOK
302
Trust Company of Kansas
Kansas
$383K +$381K +15,808 New
FW
303
FullCircle Wealth
Texas
$380K +$105K +4,334 +38%
AA
304
Ancora Advisors
Ohio
$350K +$48 +2 +0%
WANY
305
Wealthspire Advisors (New York)
New York
$346K – – –
PJSIMP
306
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K -$3.88K -161 -1%
ES
307
Eagle Strategies
New York
$335K +$1.54K +64 +0.5%
MMHP
308
Murphy Middleton Hinkle & Parker
Georgia
$331K +$6.51K +270 +2%
SS
309
Sunbelt Securities
Texas
$330K +$12.1K +500 +4%
GCA
310
Gradient Capital Advisors
California
$330K +$38.3K +1,589 +13%
WJA
311
Willis Johnson & Associates
Texas
$325K – – –
VFIC
312
Valley Forge Investment Consultants
Pennsylvania
$321K -$53.3K -2,210 -14%
OC
313
Oppenheimer & Co
New York
$319K +$14K +579 +5%
AWP
314
Accretive Wealth Partners
New Jersey
$309K +$309K +12,810 New
FAC
315
Financial Advisory Corporation
Michigan
$309K +$308K +12,764 New
HWM
316
Horizons Wealth Management
North Carolina
$308K – – –
CHA
317
Cooper/Haims Advisors
New York
$308K – – –
HI
318
Harbour Investments
Wisconsin
$303K +$47.5K +1,967 +19%
FDCP
319
Foster Dykema Cabot & Partners
Massachusetts
$303K -$7.24K -300 -2%
YWM
320
Yoder Wealth Management
California
$298K +$297K +12,300 New
JCM
321
Jacobi Capital Management
Pennsylvania
$289K +$288K +11,954 New
TC
322
TownSquare Capital
Utah
$287K +$286K +11,865 New
LNB
323
Ledyard National Bank
$285K – – –
BFA
324
Buttonwood Financial Advisors
Maryland
$285K – – –
CA
325
Calton & Associates
Florida
$283K +$282K +11,686 New
11 12
13
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