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iShares iBonds Dec 2026 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$21M +$721K +29,911 +4%
BWM
27
Bulltick Wealth Management
Florida
$20.8M
KA
28
Klingman & Associates
New York
$20.7M -$21.5M -890,755 Closed
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$20.1M +$4.18M +173,211 +26%
VVP
30
Venture Visionary Partners
Ohio
$19.7M +$19.8M +819,926 New
CIA
31
Capital Investment Advisors
Georgia
$18.4M +$639K +26,502 +4%
NA
32
NewEdge Advisors
Louisiana
$17.1M -$3.69K -153 -0%
US Bancorp
33
US Bancorp
Minnesota
$16.6M +$1.02M +42,404 +7%
CIM
34
Confluence Investment Management
Missouri
$16.2M +$258K +10,684 +2%
SAM
35
Summit Asset Management
Tennessee
$16M +$635K +26,324 +4%
KTM
36
Keeler Thomas Management
Utah
$15.9M -$835K -34,622 -5%
Corient Private Wealth
37
Corient Private Wealth
Florida
$15.9M +$15.9M +660,565 New
GT
38
Glenview Trust
Kentucky
$14.9M +$1.38M +57,417 +10%
MCM
39
MV Capital Management
Maryland
$14.9M +$831K +34,459 +6%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$14.7M +$950K +39,402 +7%
PPWM
41
PFG Private Wealth Management
Florida
$14.6M +$6.98M +289,433 +91%
Creative Planning
42
Creative Planning
Kansas
$14.4M +$1.11M +45,909 +8%
BMM
43
Buffington Mohr McNeal
Idaho
$14.4M +$290K +12,032 +2%
AF
44
Arrow Financial
New York
$14.1M +$529K +21,924 +4%
Renaissance Technologies
45
Renaissance Technologies
New York
$14M +$6.2M +257,100 +80%
JAG
46
Journey Advisory Group
Kentucky
$13.3M
SCA
47
Snowden Capital Advisors
New York
$13.3M
KAS
48
Kestra Advisory Services
Texas
$13.3M +$2.18M +90,470 +20%
Stifel Financial
49
Stifel Financial
Missouri
$13.2M +$1.05M +43,597 +9%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$13.1M