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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JBA
226
Johnson Bixby & Associates
Washington
$468K +$108K +4,474 +30%
YWM
227
Yoder Wealth Management
California
$458K
PWA
228
Provenance Wealth Advisors
Florida
$452K +$250K +10,358 +127%
B
229
Bellecapital
Switzerland
$451K
SWP
230
Summit Wealth Partners
Florida
$438K
AMM
231
American Money Management
California
$425K -$5.62K -233 -1%
DSC
232
Duncker Streett & Co
Missouri
$407K
PIM
233
Penobscot Investment Management
Massachusetts
$407K +$89.2K +3,700 +28%
HI
234
Harbour Investments
Wisconsin
$403K +$197K +8,176 +98%
PP
235
Prosperity Planning
Missouri
$401K
PJSIMP
236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$396K
AA
237
Ancora Advisors
Ohio
$395K +$350K +14,528 +872%
EAM
238
Empirical Asset Management
Massachusetts
$393K
NDSI
239
Newman Dignan & Sheerar Inc
Rhode Island
$378K +$75.9K +3,148 +25%
VFIC
240
Valley Forge Investment Consultants
Pennsylvania
$373K +$4.03K +167 +1%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$353K +$57.5K +2,385 +20%
RBC
242
Roble Belko & Company
Pennsylvania
$351K +$18K +746 +5%
WJA
243
Willis Johnson & Associates
Texas
$342K
USWIA
244
UP Strategic Wealth Investment Advisors
Pennsylvania
$342K
MOS
245
MGO One Seven
Ohio
$334K -$328K -13,625 Closed
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$330K +$115K +4,754 +54%
MA
247
MKT Advisors
California
$305K -$56.6K -2,350 -16%
PS
248
Principal Securities
Iowa
$293K +$5.18K +215 +2%
MWP
249
Meredith Wealth Planning
Illinois
$288K +$3.11K +129 +1%
WCP
250
Wick Capital Partners
Pennsylvania
$285K