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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
126
Probity Advisors
Texas
$3.54M +$223K +9,237 +7%
GDP
127
Great Diamond Partners
Maine
$3.41M +$3.42M +141,783 New
SWA
128
Sightline Wealth Advisors
Connecticut
$3.41M -$122K -5,076 -3%
LWL
129
Leo Wealth LLC
Texas
$3.39M -$766K -31,789 -18%
IF
130
Ironwood Financial
Arizona
$3.35M +$380K +15,766 +13%
MSRI
131
Michael S. Ryan Inc
New York
$3.35M +$78.5K +3,256 +2%
ST
132
Sabal Trust
Florida
$3.34M +$709K +29,409 +27%
WI
133
WrapManager Inc
California
$3.29M +$119K +4,931 +4%
HH
134
Hilltop Holdings
Texas
$3.07M +$911K +37,776 +42%
EPW
135
Evergreen Private Wealth
Colorado
$3.04M +$61.5K +2,552 +2%
CCWA
136
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M +$391K +16,220 +15%
PWP
137
Precedent Wealth Partners
Texas
$2.99M -$330K -13,707 -10%
QFA
138
Quantum Financial Advisors
California
$2.97M +$136K +5,631 +5%
VA
139
Valmark Advisers
Ohio
$2.9M – – –
RRA
140
Round Rock Advisors
Connecticut
$2.89M -$228K -9,464 -7%
CWM
141
Centricity Wealth Management
Ohio
$2.87M +$2.87M +119,125 New
SP
142
Stonebrook Private
Michigan
$2.78M +$249K +10,345 +10%
ABC
143
Associated Banc-Corp
Wisconsin
$2.74M +$8.92K +370 +0.3%
SMC
144
Smith, Moore & Co
Missouri
$2.68M +$426K +17,663 +19%
PAG
145
Private Advisor Group
New Jersey
$2.66M -$308K -12,758 -10%
MSWM
146
McGlone Suttner Wealth Management
Wisconsin
$2.64M +$860K +35,665 +48%
MA
147
MONECO Advisors
Connecticut
$2.64M +$358K +14,848 +16%
BSG
148
Black Swift Group
Colorado
$2.5M +$1.31M +54,465 +110%
LF
149
LifePlan Financial
Minnesota
$2.5M +$40.3K +1,673 +2%
FMWA
150
Forvis Mazars Wealth Advisors
Missouri
$2.39M +$2.39M +99,176 New
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