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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.56M -$168K -6,242 -5%
CP
27
Camelot Portfolios
Ohio
$3.45M +$3.44M +127,563 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.71M -$72.9K -2,705 -3%
UCFA
29
United Capital Financial Advisors
Texas
$2.7M -$59.6K -2,212 -2%
RJA
30
Raymond James & Associates
Florida
$2.63M +$74.2K +2,753 +3%
PWM
31
Praetorian Wealth Management
California
$2.26M +$231K +8,572 +11%
WI
32
WrapManager Inc
California
$2.06M -$31.6K -1,171 -2%
KNW
33
Kesler Norman & Wride
Utah
$2M +$110K +4,077 +6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.83M +$123K +4,564 +7%
MGIA
35
Matthew Goff Investment Advisor
Texas
$1.77M +$780K +28,940 +79%
AC
36
Avestar Capital
New York
$1.59M +$127K +4,728 +9%
BCPWM
37
Bradley & Co Private Wealth Management
Florida
$1.58M -$9.16K -340 -0.6%
CA
38
CGN Advisors
Kansas
$1.39M +$148K +5,504 +12%
ABC
39
Associated Banc-Corp
Wisconsin
$1.3M +$1.3M +48,115 New
FCA
40
FinTrust Capital Advisors
South Carolina
$1.28M -$2.56K -95 -0.2%
Stifel Financial
41
Stifel Financial
Missouri
$1.26M +$116K +4,309 +10%
SFO
42
Stokes Family Office
Louisiana
$1.1M
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M +$4.99K +185 +0.5%
FIM
44
Freedom Investment Management
Connecticut
$882K -$20.9K -776 -2%
TCCM
45
Timber Creek Capital Management
Massachusetts
$858K +$19.5K +725 +2%
Citadel Advisors
46
Citadel Advisors
Florida
$814K -$1.69M -62,889 -68%
PGAM
47
Princeton Global Asset Management
New Jersey
$809K +$10.2K +380 +1%
ADL
48
Asset Dedication LLC
California
$803K +$80.9K +3,003 +11%
LHC
49
Little House Capital
Massachusetts
$775K +$772K +28,645 New
ECM
50
Exchange Capital Management
Michigan
$657K -$6.12K -227 -0.9%