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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
226
REDW Wealth
New Mexico
$274K – – –
MOS
227
MGO One Seven
Ohio
$274K +$3.81K +151 +1%
ACA
228
Anchor Capital Advisors
Massachusetts
$269K – – –
TWA
229
Talisman Wealth Advisors
New Jersey
$263K -$2.42K -96 -0.9%
CA
230
Clearstead Advisors
Ohio
$263K – – –
HI
231
Harbour Investments
Wisconsin
$260K +$196K +7,766 +322%
HFA
232
Highland Financial Advisors
New Jersey
$259K – – –
MA
233
MKT Advisors
California
$253K -$24.9K -988 -9%
ECM
234
Exchange Capital Management
Michigan
$252K -$378 -15 -0.2%
CIAS
235
CFS Investment Advisory Services
New Jersey
$250K -$22K -873 -8%
HBT
236
Heartland Bank & Trust
Illinois
$246K +$243K +9,631 New
SC
237
Scotia Capital
Ontario, Canada
$245K – – –
WJA
238
Willis Johnson & Associates
Texas
$244K – – –
SG
239
StoneX Group
New York
$228K +$226K +8,946 New
GWCM
240
Godshalk Welsh Capital Management
Pennsylvania
$222K +$219K +8,700 New
AM
241
Atwater Malick
Pennsylvania
$221K – – –
AA
242
Addison Advisors
Vermont
$217K – – –
AAS
243
Avantax Advisory Services
Texas
$216K +$213K +8,448 New
CHA
244
Cooper/Haims Advisors
New York
$210K – – –
FIB
245
First Interstate Bank
Montana
$202K +$199K +7,909 New
PFM
246
Phillips Financial Management
Indiana
$192K – – –
BWL
247
Bogart Wealth LLC
Virginia
$157K +$19.9K +789 +15%
BWM
248
Bullock Wealth Management
Indiana
$143K +$37.8K +1,498 +36%
OHWP
249
Oak Harbor Wealth Partners
North Carolina
$139K – – –
BC
250
Barrett & Company
Rhode Island
$136K +$630 +25 +0.5%
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