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
CFG
301
Cornerstone Financial Group
Nebraska
$260K +$3.78K +157 +1%
CHA
302
Cooper/Haims Advisors
New York
$259K – – –
PHIC
303
Pine Haven Investment Counsel
Massachusetts
$259K +$33.7K +1,400 +15%
HFA
304
Highland Financial Advisors
New Jersey
$256K – – –
BAM
305
Belpointe Asset Management
Nevada
$253K +$3.01K +125 +1%
APP
306
Avantax Planning Partners
Iowa
$253K +$22.1K +919 +10%
HWM
307
Horizons Wealth Management
North Carolina
$247K +$38.2K +1,589 +18%
SC
308
Scotia Capital
Ontario, Canada
$244K – – –
MA
309
MKT Advisors
California
$244K -$15.5K -644 -6%
RSWM
310
Robertson Stephens Wealth Management
California
$237K – – –
YWM
311
Yoder Wealth Management
California
$230K – – –
TCOK
312
Trust Company of Kansas
Kansas
$226K +$224K +9,330 New
JLBC
313
J.L. Bainbridge & Co
Florida
$225K +$224K +9,301 New
MAG
314
M3 Advisory Group
Massachusetts
$221K – – –
GSB
315
Greenfield Savings Bank
Massachusetts
$219K -$3.63K -151 -2%
AA
316
Addison Advisors
Vermont
$217K +$1.92K +80 +0.9%
CWS
317
Cypress Wealth Services
California
$214K – – –
AWE
318
Avidian Wealth Enterprises
Texas
$214K +$213K +8,866 New
MWM
319
MinichMacGregor Wealth Management
New York
$209K +$208K +8,633 New
ECM
320
Exchange Capital Management
Michigan
$204K – – –
FHA
321
First Horizon Advisors
Tennessee
$203K – – –
AA
322
Alesco Advisors
New York
$202K – – –
TC
323
Trust Company
Kansas
$201K +$25.1K +1,043 +14%
BCV
324
Banque Cantonale Vaudoise
Switzerland
$200K +$199K +8,280 New
CFO
325
CVA Family Office
Colorado
$176K – – –
11 12
13
14 15