We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
176
TFR Capital
Texas
$1.81M +$1.11M +45,603 +157%
DWM
177
Drive Wealth Management
Utah
$1.81M -$175K -7,210 -9%
CCM
178
Coldstream Capital Management
Washington
$1.79M – – –
SFB
179
STAR Financial Bank
Indiana
$1.79M -$13.4K -552 -0.7%
PCIA
180
Prime Capital Investment Advisors
Kansas
$1.74M +$303K +12,472 +21%
VWM
181
Valley Wealth Managers
New Jersey
$1.72M +$15.9K +653 +0.9%
MMHP
182
Murphy Middleton Hinkle & Parker
Georgia
$1.72M +$631K +25,992 New
CWM
183
Cabot Wealth Management
Massachusetts
$1.68M +$143K +5,879 +9%
MBT
184
Montecito Bank & Trust
California
$1.63M +$188K +7,724 +13%
WA
185
WealthTrust Axiom
Pennsylvania
$1.58M +$85K +3,500 +6%
IA
186
IFG Advisory
Georgia
$1.57M +$59K +2,427 +4%
CP
187
Camelot Portfolios
Ohio
$1.56M -$254K -10,446 -14%
AG
188
AlTi Global
New York
$1.54M – – –
ACM
189
Arcataur Capital Management
Wisconsin
$1.52M -$14.9K -613 -1%
PSIWM
190
Paradigm Strategies in Wealth Management
Minnesota
$1.48M -$163K -6,724 -10%
GHA
191
Granite Harbor Advisors
Texas
$1.47M -$601K -24,741 -29%
JIR
192
James Investment Research
Ohio
$1.47M +$5.86K +241 +0.4%
SWM
193
Segment Wealth Management
Texas
$1.46M -$32K -1,319 -2%
APW
194
Austin Private Wealth
Texas
$1.46M +$7.73K +318 +0.5%
JBC
195
Jefferson Bridge Capital
Tennessee
$1.42M +$1.42M +58,507 New
DC
196
Davenport & Co
Virginia
$1.41M +$607 +25 +0%
CFS
197
Cannon Financial Strategists
Georgia
$1.41M +$18.9K +776 +1%
PGAM
198
Princeton Global Asset Management
New Jersey
$1.4M +$210K +8,624 +18%
PFM
199
Phillips Financial Management
Indiana
$1.39M +$243K +10,000 +21%
GAM
200
Gould Asset Management
California
$1.38M -$486 -20 -0%
6 7
8
9 10