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
SWC
251
Spectrum Wealth Counsel
Indiana
$520K -$57.2K -2,377 -10%
MIM
252
MTM Investment Management
South Carolina
$519K +$518K +21,545 New
1WM
253
1900 Wealth Management
Texas
$519K +$3.75K +156 +0.7%
WAS
254
Wealth Advisory Solutions
Indiana
$507K +$504K +20,976 New
TWC
255
TD Waterhouse Canada
Ontario, Canada
$502K +$423K +17,589 +548%
PP
256
Prosperity Planning
Missouri
$501K – – –
Neuberger Berman Group
257
Neuberger Berman Group
New York
$496K – – –
OMIC
258
Old Mission Investment Co
Michigan
$491K – – –
BWM
259
BCS Wealth Management
Tennessee
$475K – – –
LF
260
Lee Financial
Texas
$470K +$467K +19,430 New
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$468K +$45.2K +1,880 +11%
AA
262
Ancora Advisors
Ohio
$454K +$48 +2 +0%
SPWM
263
Straight Path Wealth Management
Michigan
$440K -$65.1K -2,706 -13%
EWS
264
Evergreen Wealth Solutions
Pennsylvania
$434K +$120K +5,000 +39%
FFA
265
Farther Finance Advisors
California
$431K +$294K +12,237 +218%
SWP
266
Summit Wealth Partners
Florida
$422K -$5.08K -211 -1%
AAS
267
Avantax Advisory Services
Texas
$422K +$204K +8,498 +95%
NDSI
268
Newman Dignan & Sheerar Inc
Rhode Island
$420K +$40.4K +1,678 +11%
DWM
269
DecisionMap Wealth Management
Virginia
$418K +$118K +4,914 +40%
MA
270
Mutual Advisors
Nebraska
$403K -$5K -208 -1%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$394K -$850K -35,325 -68%
PJSIMP
272
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K – – –
EAM
273
Empirical Asset Management
Massachusetts
$390K – – –
T
274
Tableaux
Massachusetts
$388K +$386K +16,056 New
SG
275
StoneX Group
New York
$386K +$129K +5,367 +51%