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
RBC
276
Romano Brothers & Co
Illinois
$433K +$431K +17,777 New
SWP
277
Summit Wealth Partners
Florida
$425K – – –
SG
278
StoneX Group
New York
$416K +$52.9K +2,181 +15%
AA
279
Ancora Advisors
Ohio
$412K -$44.9K -1,852 -10%
RBC
280
Roble Belko & Company
Pennsylvania
$411K +$24.9K +1,026 +6%
PJSIMP
281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$12.6K +521 +3%
NDSI
282
Newman Dignan & Sheerar Inc
Rhode Island
$397K +$73 +3 +0%
EAM
283
Empirical Asset Management
Massachusetts
$392K – – –
MFA
284
Mayflower Financial Advisors
Massachusetts
$388K – – –
FFA
285
Farther Finance Advisors
California
$387K +$159K +6,558 +70%
TCOK
286
Trust Company of Kansas
Kansas
$381K – – –
MA
287
Mutual Advisors
Nebraska
$378K -$9.7K -400 -3%
EWS
288
Evergreen Wealth Solutions
Pennsylvania
$377K – – –
MFWP
289
Mosaic Family Wealth Partners
Missouri
$368K -$318K -13,114 -46%
SQA
290
Simon Quick Advisors
New Jersey
$364K – – –
FAC
291
Financial Advisory Corporation
Michigan
$362K +$94.8K +3,910 +36%
ES
292
Eagle Strategies
New York
$351K +$32.6K +1,345 +10%
WJA
293
Willis Johnson & Associates
Texas
$342K – – –
MC
294
Moors & Cabot
Massachusetts
$335K – – –
LNB
295
Ledyard National Bank
$334K +$333K +13,734 New
VFIC
296
Valley Forge Investment Consultants
Pennsylvania
$331K +$3.56K +147 +1%
CL
297
COWA LLC
Oklahoma
$327K -$282K -11,632 Closed
FW
298
FullCircle Wealth
Texas
$325K – – –
GCA
299
Gradient Capital Advisors
California
$319K – – –
HF
300
HRT Financial
New York
$312K -$41.5K -1,712 -12%
10 11
12
13 14