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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$171M +$8.46M +357,917 +5%
SRC
2
Shufro Rose & Co
New York
$129M +$7.79M +329,431 +6%
Ameriprise
3
Ameriprise
Minnesota
$117M +$4.72M +199,597 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$78.2M +$3.88M +164,099 +5%
Morgan Stanley
5
Morgan Stanley
New York
$75.1M +$4.36M +184,308 +6%
ACA
6
Aptus Capital Advisors
Alabama
$53.7M +$13.4M +566,814 +33%
UBS Group
7
UBS Group
Switzerland
$47.4M +$1.77M +74,738 +4%
CIA
8
Capital Investment Advisors
Georgia
$45.4M +$861K +36,428 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$44.6M +$3.3M +139,514 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$44M +$2.37M +100,035 +6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$43.7M +$3.13M +132,394 +7%
MMA
12
Miracle Mile Advisors
California
$42.4M +$4.84M +204,795 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$41.5M +$4.5M +190,493 +12%
Wells Fargo
14
Wells Fargo
California
$37.1M +$4.13M +174,579 +13%
LPL Financial
15
LPL Financial
California
$32M +$3.43M +144,834 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$28.5M – – –
WIC
17
Woodmont Investment Counsel
Tennessee
$28.4M +$996K +42,136 +4%
GWA
18
Gratus Wealth Advisors
Virginia
$27.5M +$98.3K +4,155 +0.4%
Truist Financial
19
Truist Financial
North Carolina
$26.7M +$369K +15,623 +1%
KCM
20
Kathmere Capital Management
Pennsylvania
$26.1M +$3.92M +165,700 +18%
KA
21
Klingman & Associates
New York
$24.3M +$24.2M +1,024,075 New
SIC
22
Sigma Investment Counselors
Michigan
$24M +$403K +17,028 +2%
Lido Advisors
23
Lido Advisors
California
$21.9M – – –
RW
24
RVW Wealth
California
$19M +$2.03M +85,938 +12%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$18.1M +$527K +22,300 +3%
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