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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Segment Wealth Management
Texas
$1.47M -$32K -1,321 -2%
OPOWM
202
One Plus One Wealth Management
Florida
$1.44M +$19.8K +818 +1%
RFN
203
Redwood Financial Network
Ohio
$1.44M -$1.02K -42 -0.1%
CPWM
204
Cypress Point Wealth Management
Texas
$1.43M – – –
ACS
205
Archford Capital Strategies
Illinois
$1.41M +$12.5K +517 +0.9%
CA
206
CGN Advisors
Kansas
$1.39M -$136K -5,590 -9%
FNB
207
Farmers National Bank
Kentucky
$1.39M +$84.1K +3,469 +6%
GAM
208
Gould Asset Management
California
$1.37M +$8K +330 +0.6%
RWP
209
Reliant Wealth Planning
Kentucky
$1.37M +$24.2K +999 +2%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$1.35M -$360K -14,846 -21%
WB
211
WesBanco Bank
West Virginia
$1.33M +$1.33M +54,950 New
FCH
212
Freestone Capital Holdings
Washington
$1.33M – – –
MFA
213
Mayflower Financial Advisors
Massachusetts
$1.29M +$391K +16,114 +44%
DC
214
Davenport & Co
Virginia
$1.28M +$485 +20 +0%
HC
215
Hurley Capital
New York
$1.27M -$36.3K -1,497 -3%
EW
216
Element Wealth
Mississippi
$1.24M -$48.9K -2,018 -4%
JBA
217
Johnson Bixby & Associates
Washington
$1.23M +$9.84K +406 +0.8%
PSIWM
218
Paradigm Strategies in Wealth Management
Minnesota
$1.21M -$173K -7,149 -13%
BSAM
219
Blue Square Asset Management
New York
$1.2M +$221K +9,101 +23%
CSIA
220
Conrad Siegel Investment Advisors
Pennsylvania
$1.19M +$261K +10,786 +28%
CGA
221
Crescent Grove Advisors
Illinois
$1.19M -$223K -9,215 -16%
AWP
222
Accretive Wealth Partners
New Jersey
$1.17M +$839K +34,606 +252%
DCM
223
Dudley Capital Management
Virginia
$1.15M +$555K +22,892 +94%
MFWP
224
Mosaic Family Wealth Partners
Missouri
$1.14M +$243K +10,004 +27%
SPIA
225
Steward Partners Investment Advisory
New York
$1.12M -$57.1K -2,356 -5%
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