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
CTWM
101
Cherry Tree Wealth Management
Minnesota
$4.12M +$210K +8,722 +5%
SF
102
Safeguard Financial
Wisconsin
$4.09M +$936K +38,935 +30%
SFS
103
Sowell Financial Services
Arkansas
$4.04M +$230K +9,572 +6%
BMM
104
Buffington Mohr McNeal
Idaho
$3.98M +$2.06M +85,538 +108%
CIM
105
Confluence Investment Management
Missouri
$3.95M -$49.9K -2,076 -1%
CA
106
CGN Advisors
Kansas
$3.95M +$179K +7,447 +5%
ST
107
Sabal Trust
Florida
$3.85M +$480K +19,972 +14%
FBB
108
Fulton Breakefield Broenniman
Maryland
$3.85M +$291K +12,119 +8%
KF
109
Krilogy Financial
Missouri
$3.8M +$111K +4,620 +3%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$3.76M +$1.15M +47,793 +44%
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.64M +$117K +4,878 +3%
WI
112
WrapManager Inc
California
$3.38M +$75.1K +3,121 +2%
SFB
113
STAR Financial Bank
Indiana
$3.34M +$142K +5,889 +4%
SWA
114
Sightline Wealth Advisors
Connecticut
$3.31M +$140K +5,811 +4%
QFA
115
Quantum Financial Advisors
California
$3.2M +$408K +16,961 +15%
MA
116
MONECO Advisors
Connecticut
$3.18M +$395K +16,408 +14%
EPW
117
Evergreen Private Wealth
Colorado
$3.13M +$51.1K +2,124 +2%
MGIA
118
Matthew Goff Investment Advisor
Texas
$3.09M -$144K -6,006 -4%
Corient Private Wealth
119
Corient Private Wealth
Florida
$3.09M -$17.3M -717,638 Closed
FWMM
120
Foundation Wealth Management (Missouri)
Missouri
$3.02M +$42.1K +1,752 +1%
EWA
121
EP Wealth Advisors
California
$3.01M -$31.4K -1,304 -1%
MWM
122
Modern Wealth Management
Kansas
$2.99M +$871K +36,221 +41%
LIA
123
LBMC Investment Advisors
Tennessee
$2.97M +$1.29M +53,572 +77%
RF
124
Robbins Farley
New Hampshire
$2.92M -$15.8K -657 -0.5%
SP
125
Stonebrook Private
Michigan
$2.89M +$103K +4,273 +4%