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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
101
Great Valley Advisor Group
Delaware
$683K +$37.4K +1,568 +6%
TCCM
102
Timber Creek Capital Management
Massachusetts
$681K +$8.34K +350 +1%
BAM
103
Belpointe Asset Management
Nevada
$661K +$34.4K +1,445 +5%
ECM
104
Exchange Capital Management
Michigan
$654K -$5.12K -215 -0.8%
CIAS
105
CFS Investment Advisory Services
New Jersey
$646K +$118K +4,974 +22%
LF
106
Lee Financial
Texas
$644K – – –
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$642K -$29.2K -1,224 -4%
DWT
108
Dorsey & Whitney Trust
South Dakota
$601K – – –
RFC
109
Regions Financial Corp
Alabama
$590K +$67K +2,812 +12%
BWM
110
BerganKDV Wealth Management
Minnesota
$576K -$8.58K -360 -1%
SCA
111
Snowden Capital Advisors
New York
$562K -$10.1K -425 -2%
SWM
112
Segment Wealth Management
Texas
$525K – – –
AIM
113
Arcadia Investment Management
Michigan
$485K -$131K -5,500 -21%
LC
114
Legacy CG
Texas
$477K -$1.65M -69,280 -77%
MSFS
115
Main Street Financial Solutions
Pennsylvania
$427K +$76.1K +3,195 +21%
MMHP
116
Murphy Middleton Hinkle & Parker
Georgia
$423K -$15.2K -636 -3%
PPP
117
Private Portfolio Partners
New Jersey
$378K – – –
APP
118
Avantax Planning Partners
Iowa
$345K +$2.07K +87 +0.6%
JWCA
119
J.W. Cole Advisors
Florida
$328K +$338K +14,187 New
SWPG
120
Strategic Wealth Partners Group
Illinois
$322K – – –
TB
121
Treynor Bancshares
Iowa
$312K – – –
MA
122
Mutual Advisors
Nebraska
$306K -$35.2K -1,476 -10%
SAM
123
Summit Asset Management
Tennessee
$306K +$316K +13,250 New
GRP
124
Global Retirement Partners
California
$298K +$310K +13,004 New
AMM
125
American Money Management
California
$293K – – –
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5
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