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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
301
Clearstead Trust
Maine
$432K +$433K +17,810 New
AMM
302
American Money Management
California
$432K +$150K +6,167 +53%
CFO
303
CVA Family Office
Colorado
$427K +$250K +10,275 +141%
AO
304
Advisor OS
Illinois
$426K +$427K +17,556 New
PJSIMP
305
P.J. Schmidt Investment Management (PJS)
Wisconsin
$422K +$15.1K +620 +4%
HNW
306
High Note Wealth
Minnesota
$421K +$392K +16,155 +1,374%
SQA
307
Simon Quick Advisors
New Jersey
$414K +$51.6K +2,124 +14%
KCA
308
Kastel Capital Advisors
Massachusetts
$411K +$411K +16,929 New
OMIC
309
Old Mission Investment Co
Michigan
$405K – – –
MC
310
Moors & Cabot
Massachusetts
$397K – – –
NDSI
311
Newman Dignan & Sheerar Inc
Rhode Island
$396K +$97 +4 +0%
HCM
312
Hengehold Capital Management
Ohio
$396K -$21.3M -877,723 -98%
EWS
313
Evergreen Wealth Solutions
Pennsylvania
$387K +$10.2K +421 +3%
CWA
314
Crusonia Wealth Advisors
Colorado
$381K +$381K +15,679 New
TCOK
315
Trust Company of Kansas
Kansas
$380K – – –
MA
316
Mutual Advisors
Nebraska
$377K +$462 +19 +0.1%
FAC
317
Financial Advisory Corporation
Michigan
$366K +$5.3K +218 +1%
WIM
318
Wiregrass Investment Management
Georgia
$364K +$364K +15,000 New
PHIC
319
Pine Haven Investment Counsel
Massachusetts
$357K +$66.8K +2,750 +23%
CL
320
COWA LLC
Oklahoma
$357K +$357K +14,687 New
ES
321
Eagle Strategies
New York
$354K +$3.62K +149 +1%
1WM
322
1900 Wealth Management
Texas
$353K -$180K -7,417 -34%
WJA
323
Willis Johnson & Associates
Texas
$341K – – –
VFIC
324
Valley Forge Investment Consultants
Pennsylvania
$334K +$3.57K +147 +1%
LNB
325
Ledyard National Bank
$331K -$2.28K -94 -0.7%
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