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iShares iBonds Dec 2026 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$421K +$420K +17,368 New
LMKC
302
L.M. Kohn & Company
Ohio
$420K +$419K +17,338 New
PS
303
Principal Securities
Iowa
$411K +$23.5K +973 +6%
SWM
304
Spire Wealth Management
Virginia
$406K +$10K +414 +3%
WFMPM
305
Woodley Farra Manion Portfolio Management
Indiana
$400K +$398K +16,481 New
TCOK
306
Trust Company of Kansas
Kansas
$383K
FW
307
FullCircle Wealth
Texas
$379K
AWE
308
Avidian Wealth Enterprises
Texas
$373K -$52.2K -2,160 -12%
SG
309
StoneX Group
New York
$372K -$28.7K -1,188 -7%
RFG
310
RFP Financial Group
Georgia
$371K -$398K -16,481 -52%
BAM
311
Belpointe Asset Management
Nevada
$368K +$101K +4,196 +38%
AA
312
Ancora Advisors
Ohio
$351K +$97 +4 +0%
WANY
313
Wealthspire Advisors (New York)
New York
$347K
DCM
314
Dudley Capital Management
Virginia
$345K +$344K +14,225 New
PJSIMP
315
P.J. Schmidt Investment Management (PJS)
Wisconsin
$344K +$145 +6 +0%
ES
316
Eagle Strategies
New York
$338K +$2.32K +96 +0.7%
AWP
317
Accretive Wealth Partners
New Jersey
$333K +$22K +912 +7%
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$331K
WJA
319
Willis Johnson & Associates
Texas
$326K
VFIC
320
Valley Forge Investment Consultants
Pennsylvania
$325K +$3.41K +141 +1%
OC
321
Oppenheimer & Co
New York
$323K +$3.84K +159 +1%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$317K +$36.7K +1,519 +13%
SS
323
Sunbelt Securities
Texas
$316K -$12.1K -500 -4%
FAC
324
Financial Advisory Corporation
Michigan
$313K +$3.26K +135 +1%
SL
325
Summitry LLC
California
$312K +$311K +12,864 New