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
ATC
226
Adirondack Trust Company
New York
$410K +$134K +5,662 +49%
RJT
227
Raymond James Trust
Florida
$410K +$158K +6,671 +63%
DWA
228
Delap Wealth Advisory
Oregon
$403K +$201K +8,498 +100%
DSC
229
Duncker Streett & Co
Missouri
$396K +$33.8K +1,430 +9%
PP
230
Prosperity Planning
Missouri
$390K
PJSIMP
231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K -$39.2K -1,659 -9%
EAM
232
Empirical Asset Management
Massachusetts
$382K +$381K +16,110 New
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$359K +$3.88K +164 +1%
MA
234
MKT Advisors
California
$354K -$12.2K -517 -3%
JBA
235
Johnson Bixby & Associates
Washington
$350K +$3.76K +159 +1%
FFA
236
Farther Finance Advisors
California
$346K +$6.01K +254 +2%
HPC
237
HM Payson & Co
Maine
$334K +$135K +5,693 +68%
WJA
238
Willis Johnson & Associates
Texas
$333K
USWIA
239
UP Strategic Wealth Investment Advisors
Pennsylvania
$333K
RBC
240
Roble Belko & Company
Pennsylvania
$324K
MOS
241
MGO One Seven
Ohio
$323K +$19.7K +835 +7%
PIM
242
Penobscot Investment Management
Massachusetts
$308K +$307K +13,000 New
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$298K +$9.53K +403 +3%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$287K +$69K +2,917 +32%
GS
245
GTS Securities
Florida
$285K +$284K +11,991 New
PS
246
Principal Securities
Iowa
$280K
ASN
247
Advisory Services Network
Georgia
$278K +$277K +11,697 New
WCP
248
Wick Capital Partners
Pennsylvania
$278K +$18K +763 +7%
MWP
249
Meredith Wealth Planning
Illinois
$277K +$2.29K +97 +0.8%
FW
250
FullCircle Wealth
Texas
$276K +$273K +11,563 New