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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
151
Fortis Capital Management
Washington
$2.35M +$374K +15,462 +19%
CCM
152
Coldstream Capital Management
Washington
$2.21M -$23K -950 -1%
RPC
153
Rossmore Private Capital
Connecticut
$2.19M -$135K -5,592 -6%
GWCM
154
Godshalk Welsh Capital Management
Pennsylvania
$2.18M +$2.42K +100 +0.1%
SFA
155
Sequoia Financial Advisors
Ohio
$2.14M – – –
BI
156
Breachway Investments
Rhode Island
$2.14M -$1.1M -45,399 -34%
KFAA
157
Klaas Financial Asset Advisors
Illinois
$2.08M +$26.7K +1,104 +1%
CFS
158
Commonwealth Financial Services
West Virginia
$2.02M -$40.7K -1,680 -2%
CTA
159
Chesley Taft & Associates
Illinois
$1.95M -$629K -25,997 -24%
MBT
160
Montecito Bank & Trust
California
$1.94M +$46.8K +1,933 +2%
OMC
161
Old Mission Capital
Illinois
$1.92M +$1.92M +79,272 New
IA
162
IFG Advisory
Georgia
$1.91M +$1.91M +79,012 New
EWM
163
Endowment Wealth Management
Wisconsin
$1.9M +$37.6K +1,553 +2%
LW
164
Livet Wealth
Utah
$1.89M -$38.7K -1,597 -2%
DC
165
Davenport & Co
Virginia
$1.87M +$597K +24,667 +47%
FFIC
166
First Fiduciary Investment Counsel
Ohio
$1.85M -$32.3K -1,335 -2%
CSP
167
Cary Street Partners
Virginia
$1.78M -$210K -8,662 -11%
WI
168
WrapManager Inc
California
$1.77M -$190K -7,831 -10%
SWA
169
Sightline Wealth Advisors
Connecticut
$1.76M -$746K -30,792 -30%
VWM
170
Valley Wealth Managers
New Jersey
$1.75M -$113K -4,674 -6%
PA
171
Probity Advisors
Texas
$1.71M -$1.34M -55,207 -44%
CSIA
172
Conrad Siegel Investment Advisors
Pennsylvania
$1.7M +$4.82K +199 +0.3%
CPIA
173
Cornell Pochily Investment Advisors
New York
$1.67M -$2.25M -93,133 -58%
FFG
174
Foundry Financial Group
New Hampshire
$1.67M -$53K -2,190 -3%
MB
175
MidFirst Bank
Oklahoma
$1.66M -$60.1K -2,481 -3%
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