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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
326
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K +$24 +1 +0%
WIA
327
World Investment Advisors
California
$350K -$7.15K -295 -2%
WSC
328
Wellington Shields & Co
New York
$350K – – –
AWE
329
Avidian Wealth Enterprises
Texas
$348K -$25.5K -1,053 -7%
ACA
330
Aptus Capital Advisors
Alabama
$348K -$10.4K -428 -3%
AMM
331
American Money Management
California
$347K – – –
WANY
332
Wealthspire Advisors (New York)
New York
$347K – – –
FAC
333
Financial Advisory Corporation
Michigan
$342K -$20.3K -839 -6%
VFIC
334
Valley Forge Investment Consultants
Pennsylvania
$331K – – –
SS
335
Sunbelt Securities
Texas
$331K – – –
TCOK
336
Trust Company of Kansas
Kansas
$329K -$9.62K -397 -3%
OPOWM
337
One Plus One Wealth Management
Florida
$326K -$1.12M -46,161 -77%
CWM
338
Cornerstone Wealth Management
Missouri
$323K -$6.96K -287 -2%
EWP
339
Evergreen Wealth Partners
Montana
$315K -$1.19K -49 -0.4%
YWM
340
Yoder Wealth Management
California
$314K – – –
STA
341
Summit Trail Advisors
New York
$310K +$310K +12,800 New
NDSI
342
Newman Dignan & Sheerar Inc
Rhode Island
$310K -$5.28K -218 -2%
CHA
343
Cooper/Haims Advisors
New York
$308K – – –
FJWM
344
Ferguson Johnson Wealth Management
Maryland
$305K – – –
FFG
345
Fortune Financial Group
Florida
$303K +$96.3K +3,972 +47%
FDCP
346
Foster Dykema Cabot & Partners
Massachusetts
$303K – – –
GCA
347
Gradient Capital Advisors
California
$298K – – –
MMHP
348
Murphy Middleton Hinkle & Parker
Georgia
$297K +$297K +12,263 New
TC
349
Trust Company
Kansas
$295K +$969 +40 +0.3%
LFAS
350
Level Four Advisory Services
Texas
$294K +$97 +4 +0%
12 13
14
15 16