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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$213K +$32.3K +1,367 +18%
PWM
152
Perigon Wealth Management
California
$212K +$210K +8,907 New
PJSIMP
153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K +$211K +8,918 New
SAG
154
SageView Advisory Group
California
$208K -$55.6K -2,356 -21%
IF
155
IRON Financial
Illinois
$203K -$35.8K -1,516 -15%
PPP
156
Private Portfolio Partners
New Jersey
$202K +$201K +8,500 New
DWA
157
Delap Wealth Advisory
Oregon
$202K +$201K +8,498 New
HI
158
Harbour Investments
Wisconsin
$171K +$1.01K +43 +0.6%
EW
159
Element Wealth
Mississippi
$165K +$39.3K +1,665 +32%
HWM
160
Horizons Wealth Management
North Carolina
$161K – – –
BC
161
Barrett & Company
Rhode Island
$160K +$114K +4,816 +253%
VNA
162
Valley National Advisers
Pennsylvania
$152K – – –
WFA
163
Wells Financial Advisors
Massachusetts
$137K – – –
OHWP
164
Oak Harbor Wealth Partners
North Carolina
$115K – – –
KOCAA
165
Knights of Columbus Asset Advisors
Connecticut
$87.1K – – –
PFM
166
Phillips Financial Management
Indiana
$85.5K +$26.4K +1,117 +45%
GWM
167
Geneos Wealth Management
Colorado
$81K – – –
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
$70K +$69.6K +2,950 New
PA
169
PSI Advisors
Florida
$59.3K +$13.2K +560 +29%
BAM
170
Belpointe Asset Management
Nevada
$55K -$81.2K -3,440 -60%
PB
171
Pinnacle Bancorp
Nebraska
$50.9K +$50.4K +2,135 New
VFA
172
Valeo Financial Advisors
Indiana
$38.6K +$912K +38,613 New
TCWA
173
Ten Capital Wealth Advisors
Washington
$34.2K – – –
SC
174
Stephens Consulting
Michigan
$32.8K +$32.5K +1,375 New
GRP
175
Global Retirement Partners
California
$30.2K +$29.8K +1,262 New
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