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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
251
FullCircle Wealth
Texas
$361K +$358K +14,281 New
WJA
252
Willis Johnson & Associates
Texas
$342K +$100K +4,000 +42%
HF
253
HRT Financial
New York
$337K +$24.7K +986 +8%
CWS
254
Cypress Wealth Services
California
$333K – – –
VFIC
255
Valley Forge Investment Consultants
Pennsylvania
$323K -$52.9K -2,110 -14%
KWS
256
Keystone Wealth Services
California
$321K -$55.8K -2,225 -15%
PJSIMP
257
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K -$56.2K -2,244 -15%
BONH
258
Bank of New Hampshire
New Hampshire
$303K -$5.01K -200 -2%
CPIG
259
Chicago Partners Investment Group
Illinois
$293K – – –
AWM
260
Alterna Wealth Management
Texas
$292K +$290K +11,570 New
JAG
261
Journey Advisory Group
Kentucky
$290K -$10.5K -421 -4%
WFMPM
262
Woodley Farra Manion Portfolio Management
Indiana
$290K +$288K +11,487 New
AWE
263
Avidian Wealth Enterprises
Texas
$290K +$288K +11,487 New
PS
264
Principal Securities
Iowa
$290K – – –
T
265
Tableaux
Massachusetts
$285K +$283K +11,295 New
FDCP
266
Foster Dykema Cabot & Partners
Massachusetts
$283K -$10K -400 -3%
AM
267
Atwater Malick
Pennsylvania
$282K +$62.2K +2,484 +29%
DWM
268
Dakota Wealth Management
Florida
$278K – – –
PIMG
269
Patriot Investment Management Group
Tennessee
$266K +$20.2K +805 +8%
BCV
270
Banque Cantonale Vaudoise
Switzerland
$265K +$263K +10,510 New
MF
271
Montis Financial
Massachusetts
$259K +$2.88K +115 +1%
HFA
272
Highland Financial Advisors
New Jersey
$257K – – –
TCM
273
TABR Capital Management
California
$252K +$250K +9,959 New
ATPW
274
Ashton Thomas Private Wealth
Arizona
$245K -$727 -29 -0.3%
CSIA
275
Conrad Siegel Investment Advisors
Pennsylvania
$243K +$31.7K +1,265 +15%
9 10
11
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