We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lyell Wealth Management
California
$8.44M +$881K +36,563 +12%
HA
52
Hamel Associates
New Jersey
$7.83M +$131K +5,434 +2%
PPWM
53
PFG Private Wealth Management
Florida
$7.49M +$26.3K +1,090 +0.4%
BPA
54
Beacon Pointe Advisors
California
$7.17M +$653K +27,115 +10%
PWS
55
Peloton Wealth Strategists
Indiana
$7.12M -$147K -6,105 -2%
Creative Planning
56
Creative Planning
Kansas
$7.03M +$1.37M +56,661 +24%
PA
57
Probity Advisors
Texas
$6.94M +$820K +34,044 +14%
SWMG
58
Signature Wealth Management Group
Georgia
$6.3M +$51.6K +2,142 +0.8%
AIA
59
Arcadia Investment Advisors
Idaho
$6.29M +$198K +8,224 +3%
ST
60
Spinnaker Trust
Maine
$5.95M +$480K +19,929 +9%
IA
61
IFP Advisors
Florida
$5.95M +$112K +4,657 +2%
SCM
62
Spreng Capital Management
Ohio
$5.81M
SSB
63
Sandy Spring Bank
Maryland
$5.78M +$127K +5,283 +2%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$5.69M +$1.22M +50,684 +28%
SWP
65
Stratos Wealth Partners
Ohio
$5.68M
MA
66
MCF Advisors
Kentucky
$5.44M +$24.1K +998 +0.4%
HFRG
67
Houlihan Financial Resource Group
Virginia
$5.08M +$628K +26,079 +14%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.99M +$55.4K +2,297 +1%
PWM
69
Praetorian Wealth Management
California
$4.99M +$43.2K +1,793 +0.9%
PRWA
70
Platte River Wealth Advisors
Colorado
$4.83M -$916K -37,990 -16%
PA
71
Parallel Advisors
California
$4.79M +$1.48M +61,366 +45%
Osaic Holdings
72
Osaic Holdings
Arizona
$4.65M -$8.94K -371 -0.2%
NG
73
Northstar Group
New York
$4.51M
4FG
74
4Thought Financial Group
New York
$4.51M +$61.9K +2,567 +1%
TF
75
TLWM Financial
Texas
$4.41M +$4.36M +181,042 New