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
GWCM
151
Godshalk Welsh Capital Management
Pennsylvania
$1.76M +$337K +14,000 +24%
VWM
152
Valley Wealth Managers
New Jersey
$1.73M -$42.6K -1,770 -2%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$1.73M -$1.03M -42,892 Closed
FFIC
154
First Fiduciary Investment Counsel
Ohio
$1.73M +$32.6K +1,355 +2%
CTA
155
Chesley Taft & Associates
Illinois
$1.71M +$115K +4,770 +7%
PSIWM
156
Paradigm Strategies in Wealth Management
Minnesota
$1.68M -$17.2K -715 -1%
MSWM
157
McGlone Suttner Wealth Management
Wisconsin
$1.65M -$22.5K -935 -1%
FMWA
158
Forvis Mazars Wealth Advisors
Missouri
$1.62M +$347K +14,443 +27%
PAG
159
Private Advisor Group
New Jersey
$1.6M +$81K +3,367 +5%
GDP
160
Great Diamond Partners
Maine
$1.58M +$47.5K +1,976 +3%
CFS
161
Cannon Financial Strategists
Georgia
$1.56M +$11.3K +470 +0.7%
JIR
162
James Investment Research
Ohio
$1.55M +$424K +17,643 +38%
WCG
163
Weaver Consulting Group
California
$1.54M -$16.8K -698 -1%
WA
164
WealthTrust Axiom
Pennsylvania
$1.54M
AG
165
AlTi Global
New York
$1.54M
ACM
166
Arcataur Capital Management
Wisconsin
$1.49M +$109K +4,545 +8%
MML Investors Services
167
MML Investors Services
Massachusetts
$1.46M +$408K +16,971 +39%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$1.44M +$408K +16,950 +40%
First Manhattan
169
First Manhattan
New York
$1.44M +$583K +24,260 +69%
SWM
170
Segment Wealth Management
Texas
$1.44M +$4.33K +180 +0.3%
BCI
171
Brinker Capital Investments
Pennsylvania
$1.39M +$267K +11,091 +24%
OPS
172
Orion Portfolio Solutions
Nebraska
$1.39M +$267K +11,091 +24%
CSIA
173
Conrad Siegel Investment Advisors
Pennsylvania
$1.39M +$115K +4,793 +9%
CWM
174
Cabot Wealth Management
Massachusetts
$1.39M +$71K +2,954 +5%
DC
175
Davenport & Co
Virginia
$1.36M +$1.35M +56,082 New