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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAA
176
Klaas Financial Asset Advisors
Illinois
$1.81M -$148K -6,099 -8%
APW
177
Austin Private Wealth
Texas
$1.8M -$82.5K -3,406 -4%
CWM
178
Centric Wealth Management
Illinois
$1.8M +$69.8K +2,883 +4%
CFS
179
Commonwealth Financial Services
West Virginia
$1.79M +$363K +15,005 +26%
OIA
180
OneDigital Investment Advisors
Kansas
$1.72M +$621K +25,656 +57%
BFG
181
Beacon Financial Group
Texas
$1.72M +$416K +17,173 +32%
TWC
182
TD Waterhouse Canada
Ontario, Canada
$1.71M -$8.04K -332 -0.5%
4WM
183
4J Wealth Management
Virginia
$1.66M +$249K +10,279 +18%
BSSFA
184
Baron Silver Stevens Financial Advisors
Florida
$1.65M +$3.63K +150 +0.2%
ACM
185
Arcataur Capital Management
Wisconsin
$1.63M -$12.7K -525 -0.8%
MGIA
186
Matthew Goff Investment Advisor
Texas
$1.63M -$12.5K -518 -0.8%
MBT
187
Montecito Bank & Trust
California
$1.57M +$1.56M +64,500 New
HAC
188
Harbor Advisory Corp
New Hampshire
$1.55M +$157K +6,500 +11%
AG
189
AlTi Global
New York
$1.54M – – –
CA
190
CGN Advisors
Kansas
$1.53M -$442K -18,256 -23%
IA
191
IFG Advisory
Georgia
$1.52M +$1.52M +62,571 New
SWM
192
Segment Wealth Management
Texas
$1.51M -$26.2K -1,080 -2%
VA
193
Vident Advisory
Georgia
$1.51M – – –
NB
194
Northwest Bancshares
Pennsylvania
$1.51M -$18.2K -750 -1%
EIA
195
Eldridge Investment Advisors
New Hampshire
$1.5M +$749K +30,943 +100%
RFN
196
Redwood Financial Network
Ohio
$1.44M +$38.7K +1,600 +3%
CPWM
197
Cypress Point Wealth Management
Texas
$1.43M – – –
OPOWM
198
One Plus One Wealth Management
Florida
$1.43M +$65.3K +2,698 +5%
CGA
199
Crescent Grove Advisors
Illinois
$1.42M -$62.2K -2,567 -4%
ACS
200
Archford Capital Strategies
Illinois
$1.41M +$35.9K +1,481 +3%
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