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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$82M +$4.28M +159,205 +6%
Bank of America
2
Bank of America
North Carolina
$29.7M +$1.57M +58,343 +6%
Morgan Stanley
3
Morgan Stanley
New York
$28.5M +$4.31M +160,169 +18%
Truist Financial
4
Truist Financial
North Carolina
$22.3M +$1.73M +64,284 +8%
Wells Fargo
5
Wells Fargo
California
$19.8M +$798K +29,655 +4%
SIC
6
Sigma Investment Counselors
Michigan
$18.9M +$13.7M +510,390 +271%
CIM
7
Confluence Investment Management
Missouri
$17.8M -$23.8K -883 -0.1%
CIA
8
Capital Investment Advisors
Georgia
$15.3M +$2.02M +75,219 +15%
BOPW
9
Brandywine Oak Private Wealth
Pennsylvania
$14.7M +$962K +35,756 +7%
Mariner
10
Mariner
Kansas
$14.3M +$4.06M +151,026 +40%
US Bancorp
11
US Bancorp
Minnesota
$11.3M +$1.97M +73,086 +21%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$10.5M +$446K +16,575 +4%
UBS Group
13
UBS Group
Switzerland
$8.8M +$473K +17,591 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.76M +$216K +8,041 +3%
GA
15
Gateway Advisory
New Jersey
$7.78M +$118K +4,402 +2%
CTC
16
Central Trust Company
Missouri
$6.83M +$226K +8,410 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.72M +$1.28M +47,698 +29%
PPWM
18
PFG Private Wealth Management
Florida
$5.52M +$399K +14,826 +8%
ACM
19
Azimuth Capital Management
Michigan
$5.48M +$5.44M +202,100 New
SSB
20
Sandy Spring Bank
Maryland
$5.39M +$620K +23,042 +13%
Ameriprise
21
Ameriprise
Minnesota
$4.87M +$146K +5,437 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.72M +$404K +15,002 +9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.5M +$707K +26,292 +19%
Citadel Advisors
24
Citadel Advisors
Florida
$4.11M +$4.08M +151,463 New
LPL Financial
25
LPL Financial
California
$3.79M +$17.8K +660 +0.5%
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