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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
251
Chicago Partners Investment Group
Illinois
$290K – – –
PS
252
Principal Securities
Iowa
$290K +$21.7K +864 +8%
FDCP
253
Foster Dykema Cabot & Partners
Massachusetts
$289K +$261K +10,400 +867%
MOS
254
MGO One Seven
Ohio
$276K +$8.44K +336 +3%
DWM
255
Dakota Wealth Management
Florida
$274K +$276K +11,000 New
CAM
256
Creekmur Asset Management
Illinois
$268K +$200K +7,964 +285%
BWM
257
Bullock Wealth Management
Indiana
$261K +$122K +4,864 +87%
BC
258
Barrett & Company
Rhode Island
$255K +$124K +4,935 +93%
HFA
259
Highland Financial Advisors
New Jersey
$253K – – –
MF
260
Montis Financial
Massachusetts
$253K +$255K +10,155 New
ATPW
261
Ashton Thomas Private Wealth
Arizona
$243K +$245K +9,741 New
PIMG
262
Patriot Investment Management Group
Tennessee
$242K +$244K +9,723 New
AAS
263
Avantax Advisory Services
Texas
$242K +$31.4K +1,252 +15%
SC
264
Scotia Capital
Ontario, Canada
$239K – – –
WJA
265
Willis Johnson & Associates
Texas
$238K – – –
SG
266
StoneX Group
New York
$225K +$2.34K +93 +1%
PCIA
267
Prime Capital Investment Advisors
Kansas
$223K +$225K +8,958 New
AM
268
Atwater Malick
Pennsylvania
$216K – – –
MA
269
MKT Advisors
California
$214K -$34.8K -1,385 -14%
AA
270
Addison Advisors
Vermont
$212K – – –
RW
271
REDW Wealth
New Mexico
$211K -$56.6K -2,253 -21%
ADL
272
Asset Dedication LLC
California
$211K -$1.27M -50,604 -86%
NEPWA
273
New England Private Wealth Advisors
Massachusetts
$210K +$212K +8,448 New
CSIA
274
Conrad Siegel Investment Advisors
Pennsylvania
$208K +$210K +8,368 New
CHA
275
Cooper/Haims Advisors
New York
$205K – – –
9 10
11
12 13