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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
151
Perigon Wealth Management
California
$212K +$210K +8,907 New
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K +$211K +8,918 New
SAG
153
SageView Advisory Group
California
$208K -$55.6K -2,356 -21%
IF
154
IRON Financial
Illinois
$203K -$35.8K -1,516 -15%
PPP
155
Private Portfolio Partners
New Jersey
$202K +$201K +8,500 New
DWA
156
Delap Wealth Advisory
Oregon
$202K +$201K +8,498 New
HI
157
Harbour Investments
Wisconsin
$171K +$1.01K +43 +0.6%
EW
158
Element Wealth
Mississippi
$165K +$39.3K +1,665 +32%
HWM
159
Horizons Wealth Management
North Carolina
$161K – – –
BC
160
Barrett & Company
Rhode Island
$160K +$114K +4,816 +253%
VNA
161
Valley National Advisers
Pennsylvania
$152K – – –
WFA
162
Wells Financial Advisors
Massachusetts
$137K – – –
OHWP
163
Oak Harbor Wealth Partners
North Carolina
$115K – – –
KOCAA
164
Knights of Columbus Asset Advisors
Connecticut
$87.1K – – –
PFM
165
Phillips Financial Management
Indiana
$85.5K +$26.4K +1,117 +45%
GWM
166
Geneos Wealth Management
Colorado
$81K – – –
HGERS
167
Householder Group Estate & Retirement Specialist
Arizona
$70K +$69.6K +2,950 New
PA
168
PSI Advisors
Florida
$59.3K +$13.2K +560 +29%
BAM
169
Belpointe Asset Management
Nevada
$55K -$81.2K -3,440 -60%
PB
170
Pinnacle Bancorp
Nebraska
$50.9K +$50.4K +2,135 New
VFA
171
Valeo Financial Advisors
Indiana
$38.6K +$912K +38,613 New
TCWA
172
Ten Capital Wealth Advisors
Washington
$34.2K – – –
SC
173
Stephens Consulting
Michigan
$32.8K +$32.5K +1,375 New
GRP
174
Global Retirement Partners
California
$30.2K +$29.8K +1,262 New
PTC
175
Private Trust Company
Ohio
$26.8K – – –
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