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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$36.7M +$32.4M +1,310,057 +1,020%
Bank of America
2
Bank of America
North Carolina
$12.5M +$392K +15,827 +3%
CIM
3
Confluence Investment Management
Missouri
$11.7M -$9.53K -385 -0.1%
Stifel Financial
4
Stifel Financial
Missouri
$10.8M -$3.22M -130,068 -23%
MFWM
5
Motley Fool Wealth Management
Virginia
$8.53M +$2.47M +99,936 +43%
Morgan Stanley
6
Morgan Stanley
New York
$7.18M +$3.26M +131,707 +88%
Wells Fargo
7
Wells Fargo
California
$6.63M +$1.01M +40,915 +19%
TF
8
TLWM Financial
Texas
$5.88M – – –
SWMG
9
Signature Wealth Management Group
Georgia
$3.86M +$15.2K +616 +0.4%
UCFA
10
United Capital Financial Advisors
Texas
$3.46M +$178K +7,183 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.3M +$213K +8,599 +7%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.3M -$521K -21,045 -14%
UBS Group
13
UBS Group
Switzerland
$3.1M +$471K +19,048 +19%
KF
14
Krilogy Financial
Missouri
$3.08M +$315K +12,744 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.02M +$122K +4,921 +7%
LF
16
Lee Financial
Texas
$1.92M – – –
Jane Street
17
Jane Street
New York
$1.31M +$167K +6,735 +15%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.11M +$309K +12,477 +40%
LPL Financial
19
LPL Financial
California
$923K +$55.1K +2,228 +7%
RJA
20
Raymond James & Associates
Florida
$879K +$4.87K +197 +0.6%
ECM
21
Exchange Capital Management
Michigan
$692K -$36.1K -1,460 -5%
MA
22
MCF Advisors
Kentucky
$674K – – –
SSB
23
Sandy Spring Bank
Maryland
$598K +$332K +13,435 +134%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$557K +$289K +11,668 +114%
TFS
25
Thoroughbred Financial Services
Tennessee
$521K +$453K +18,304 New
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