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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
301
Wiregrass Investment Management
Georgia
$448K – – –
CFMC
302
Curbstone Financial Management Corp
New Hampshire
$448K – – –
AWAU
303
Alliance Wealth Advisors (Utah)
Utah
$447K – – –
CT
304
Clearstead Trust
Maine
$439K – – –
JLBC
305
J.L. Bainbridge & Co
Florida
$432K +$109K +4,498 +34%
FA
306
FF Advisors
California
$432K -$1.7M -70,323 -80%
SRC
307
Shufro Rose & Co
New York
$429K -$10.7K -442 -2%
AMM
308
American Money Management
California
$429K -$1.67K -69 -0.4%
KWM
309
Kingsview Wealth Management
Oregon
$428K +$428K +17,674 New
AWE
310
Avidian Wealth Enterprises
Texas
$427K +$35K +1,447 +9%
CFO
311
CVA Family Office
Colorado
$426K – – –
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K – – –
SL
313
Sentinus LLC
Illinois
$417K -$35.2K -1,455 -8%
SQA
314
Simon Quick Advisors
New Jersey
$413K – – –
KCA
315
Kastel Capital Advisors
Massachusetts
$412K +$1.72K +71 +0.4%
CWA
316
Crusonia Wealth Advisors
Colorado
$408K +$47.5K +1,962 +13%
OMIC
317
Old Mission Investment Co
Michigan
$404K – – –
MCM
318
Mattern Capital Management
Colorado
$403K – – –
MC
319
Moors & Cabot
Massachusetts
$403K +$30.1K +1,244 +8%
LW
320
Livet Wealth
Utah
$401K -$51K -2,108 -11%
STA
321
Summit Trail Advisors
New York
$396K +$85.9K +3,550 +28%
LA
322
Lifeworks Advisors
Michigan
$395K +$395K +16,325 New
FAC
323
Financial Advisory Corporation
Michigan
$392K +$23.9K +988 +7%
AO
324
Advisor OS
Illinois
$386K +$105K +4,337 +37%
MA
325
Mutual Advisors
Nebraska
$382K +$3.53K +146 +0.9%
11 12
13
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