We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
251
HM Payson & Co
Maine
$133K +$130K +5,574 New
AA
252
Addison Advisors
Vermont
$132K +$10.3K +440 +9%
OHWP
253
Oak Harbor Wealth Partners
North Carolina
$127K +$11.7K +500 +10%
KHC
254
Koesten Hirschmann & Crabtree
Kansas
$123K +$120K +5,160 New
BWL
255
Bogart Wealth LLC
Virginia
$119K +$53.9K +2,309 +87%
PA
256
PSI Advisors
Florida
$105K +$44.6K +1,910 +77%
KOCAA
257
Knights of Columbus Asset Advisors
Connecticut
$87.5K – – –
GWM
258
Geneos Wealth Management
Colorado
$81.4K – – –
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$72K +$70.3K +3,012 New
FHA
260
First Horizon Advisors
Tennessee
$71K -$32.1K -1,377 -32%
S
261
Sachetta
Massachusetts
$64.6K +$63K +2,700 New
CA
262
Clearstead Advisors
Ohio
$62.9K +$61.4K +2,630 New
BC
263
Bartlett & Co
Ohio
$60K – – –
OAJ
264
Ogorek Anthony Joseph
New York
$60K +$4.64K +199 +9%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$59.9K – – –
PFM
266
Phillips Financial Management
Indiana
$59.2K -$26.6K -1,139 -32%
ASN
267
Advisory Services Network
Georgia
$53K +$51.7K +2,214 New
BF
268
BOK Financial
Oklahoma
$41.9K +$40.8K +1,750 New
SC
269
Stephens Consulting
Michigan
$34K +$443 +19 +1%
HGERS
270
Householder Group Estate & Retirement Specialist
Arizona
$34K -$25.4K -1,087 -43%
PTC
271
Private Trust Company
Ohio
$26.3K -$583 -25 -2%
CIAS
272
Capital Investment Advisory Services
North Carolina
$25.9K – – –
AA
273
Ancora Advisors
Ohio
$25.1K +$24.5K +1,051 New
M
274
MOTCO
Texas
$23.7K – – –
AAG
275
Armstrong Advisory Group
Massachusetts
$20.5K – – –
8 9 10
11
12