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
CAI
1
Capital Advisors Inc
Oklahoma
$43.2M +$5.8M +223,844 +16%
MFWM
2
Motley Fool Wealth Management
Virginia
$33.2M -$304K -11,736 -0.9%
Bank of America
3
Bank of America
North Carolina
$19.3M +$4.99M +192,535 +35%
CIM
4
Confluence Investment Management
Missouri
$11.7M -$221K -8,552 -2%
Stifel Financial
5
Stifel Financial
Missouri
$10M -$442K -17,088 -4%
Morgan Stanley
6
Morgan Stanley
New York
$8.85M +$813K +31,405 +10%
Wells Fargo
7
Wells Fargo
California
$8.59M +$990K +38,226 +13%
TF
8
TLWM Financial
Texas
$6.41M +$6.38M +246,506 New
UBS Group
9
UBS Group
Switzerland
$6.28M +$2.97M +114,737 +91%
RJA
10
Raymond James & Associates
Florida
$5.46M +$2.15M +83,115 +66%
PPWM
11
PFG Private Wealth Management
Florida
$4.3M +$4.28M +165,377 New
SWMG
12
Signature Wealth Management Group
Georgia
$4.03M +$23.5K +907 +0.6%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$3.42M +$28.8K +1,114 +0.9%
LPL Financial
14
LPL Financial
California
$3.18M +$597K +23,051 +23%
UCFA
15
United Capital Financial Advisors
Texas
$3.16M -$132K -5,079 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.06M -$202K -7,790 -6%
Ameriprise
17
Ameriprise
Minnesota
$3.04M +$613K +23,668 +25%
KF
18
Krilogy Financial
Missouri
$3M -$21.6K -833 -0.7%
Citadel Advisors
19
Citadel Advisors
Florida
$2.89M +$2.88M +111,249 New
SIC
20
Sigma Investment Counselors
Michigan
$2.48M +$2.47M +95,385 New
CIA
21
Capital Investment Advisors
Georgia
$2.39M +$2.38M +91,849 New
CTC
22
Central Trust Company
Missouri
$2.32M +$1.24M +47,840 +116%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.25M +$294K +11,340 +15%
WI
24
WrapManager Inc
California
$2.18M +$2.17M +83,742 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.14M +$51.2K +1,978 +2%
1
2 3