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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
251
Addison Advisors
Vermont
$132K +$10.3K +440 +9%
OHWP
252
Oak Harbor Wealth Partners
North Carolina
$127K +$11.7K +500 +10%
KHC
253
Koesten Hirschmann & Crabtree
Kansas
$123K +$120K +5,160 New
BWL
254
Bogart Wealth LLC
Virginia
$119K +$53.9K +2,309 +87%
PA
255
PSI Advisors
Florida
$105K +$44.6K +1,910 +77%
KOCAA
256
Knights of Columbus Asset Advisors
Connecticut
$87.5K – – –
GWM
257
Geneos Wealth Management
Colorado
$81.4K – – –
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$72K +$70.3K +3,012 New
FHA
259
First Horizon Advisors
Tennessee
$71K -$32.1K -1,377 -32%
S
260
Sachetta
Massachusetts
$64.6K +$63K +2,700 New
CA
261
Clearstead Advisors
Ohio
$62.9K +$61.4K +2,630 New
BC
262
Bartlett & Co
Ohio
$60K – – –
OAJ
263
Ogorek Anthony Joseph
New York
$60K +$4.64K +199 +9%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$59.9K – – –
PFM
265
Phillips Financial Management
Indiana
$59.2K -$26.6K -1,139 -32%
ASN
266
Advisory Services Network
Georgia
$53K +$51.7K +2,214 New
BF
267
BOK Financial
Oklahoma
$41.9K +$40.8K +1,750 New
SC
268
Stephens Consulting
Michigan
$34K +$443 +19 +1%
HGERS
269
Householder Group Estate & Retirement Specialist
Arizona
$34K -$25.4K -1,087 -43%
PTC
270
Private Trust Company
Ohio
$26.3K -$583 -25 -2%
CIAS
271
Capital Investment Advisory Services
North Carolina
$25.9K – – –
AA
272
Ancora Advisors
Ohio
$25.1K +$24.5K +1,051 New
M
273
MOTCO
Texas
$23.7K – – –
AAG
274
Armstrong Advisory Group
Massachusetts
$20.5K – – –
SS
275
Sunbelt Securities
Texas
$19.9K +$47 +2 +0.2%
8 9 10
11
12