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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
276
Newman Dignan & Sheerar Inc
Rhode Island
$396K -$26.2K -1,086 -6%
PJSIMP
277
P.J. Schmidt Investment Management (PJS)
Wisconsin
$394K – – –
EAM
278
Empirical Asset Management
Massachusetts
$391K – – –
MFA
279
Mayflower Financial Advisors
Massachusetts
$387K +$24.1K +1,000 +7%
TC
280
TFR Capital
Texas
$386K +$384K +15,907 New
RBC
281
Roble Belko & Company
Pennsylvania
$385K – – –
MA
282
Mutual Advisors
Nebraska
$385K -$18.4K -761 -5%
AM
283
Atwater Malick
Pennsylvania
$383K +$44.9K +1,863 +13%
TCOK
284
Trust Company of Kansas
Kansas
$380K +$153K +6,341 +68%
EWS
285
Evergreen Wealth Solutions
Pennsylvania
$376K -$59.4K -2,460 -14%
DCM
286
Dudley Capital Management
Virginia
$374K +$372K +15,425 New
RFG
287
RFP Financial Group
Georgia
$371K -$404K -16,759 -52%
SQA
288
Simon Quick Advisors
New Jersey
$363K +$360K +14,937 New
SG
289
StoneX Group
New York
$362K -$25K -1,038 -7%
HF
290
HRT Financial
New York
$353K +$351K +14,555 New
WJA
291
Willis Johnson & Associates
Texas
$341K – – –
MCA
292
Maryland Capital Advisors
Maryland
$340K – – –
AMM
293
American Money Management
California
$336K +$334K +13,862 New
VFIC
294
Valley Forge Investment Consultants
Pennsylvania
$327K +$3.55K +147 +1%
FW
295
FullCircle Wealth
Texas
$324K – – –
GCA
296
Gradient Capital Advisors
California
$318K +$362 +15 +0.1%
ES
297
Eagle Strategies
New York
$317K +$2.34K +97 +0.7%
UCB
298
United Community Bank
South Carolina
$307K +$19.1K +790 +7%
DWM
299
Dakota Wealth Management
Florida
$305K -$14.5K -600 -5%
IAIM
300
International Assets Investment Management
Florida
$300K – – –
10 11
12
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