We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
226
American Money Management
California
$419K -$14.1K -596 -3%
ATC
227
Adirondack Trust Company
New York
$410K +$134K +5,662 +49%
RJT
228
Raymond James Trust
Florida
$410K +$158K +6,671 +63%
DWA
229
Delap Wealth Advisory
Oregon
$403K +$201K +8,498 +100%
DSC
230
Duncker Streett & Co
Missouri
$396K +$33.8K +1,430 +9%
PP
231
Prosperity Planning
Missouri
$390K – – –
PJSIMP
232
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K -$39.2K -1,659 -9%
EAM
233
Empirical Asset Management
Massachusetts
$382K +$381K +16,110 New
VFIC
234
Valley Forge Investment Consultants
Pennsylvania
$359K +$3.88K +164 +1%
MA
235
MKT Advisors
California
$354K -$12.2K -517 -3%
JBA
236
Johnson Bixby & Associates
Washington
$350K +$3.76K +159 +1%
FFA
237
Farther Finance Advisors
California
$346K +$6.01K +254 +2%
HPC
238
HM Payson & Co
Maine
$334K +$135K +5,693 +68%
WJA
239
Willis Johnson & Associates
Texas
$333K – – –
USWIA
240
UP Strategic Wealth Investment Advisors
Pennsylvania
$333K – – –
RBC
241
Roble Belko & Company
Pennsylvania
$324K – – –
MOS
242
MGO One Seven
Ohio
$323K +$19.7K +835 +7%
PIM
243
Penobscot Investment Management
Massachusetts
$308K +$307K +13,000 New
NDSI
244
Newman Dignan & Sheerar Inc
Rhode Island
$298K +$9.53K +403 +3%
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$287K +$69K +2,917 +32%
GS
246
GTS Securities
Florida
$285K +$284K +11,991 New
PS
247
Principal Securities
Iowa
$280K – – –
ASN
248
Advisory Services Network
Georgia
$278K +$277K +11,697 New
WCP
249
Wick Capital Partners
Pennsylvania
$278K +$18K +763 +7%
MWP
250
Meredith Wealth Planning
Illinois
$277K +$2.29K +97 +0.8%