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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
251
Tableaux
Massachusetts
$395K +$107K +4,249 +38%
IAN
252
Integrated Advisors Network
Texas
$387K +$18.8K +747 +5%
RFG
253
RFP Financial Group
Georgia
$373K -$407K -16,131 -52%
SWA
254
Strata Wealth Advisors
Texas
$372K
SQA
255
Simon Quick Advisors
New Jersey
$363K +$360K +14,299 New
TCM
256
TABR Capital Management
California
$363K +$109K +4,323 +43%
FW
257
FullCircle Wealth
Texas
$363K
BONH
258
Bank of New Hampshire
New Hampshire
$353K +$47.9K +1,900 +16%
WJA
259
Willis Johnson & Associates
Texas
$344K
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$339K +$336K +13,333 New
CWS
261
Cypress Wealth Services
California
$335K
FFP
262
FourThought Financial Partners
Florida
$330K +$327K +12,983 New
VFIC
263
Valley Forge Investment Consultants
Pennsylvania
$329K +$3.73K +148 +1%
NL
264
NWAM LLC
Washington
$326K +$324K +12,859 New
KWS
265
Keystone Wealth Services
California
$326K +$2.22K +88 +0.7%
PJSIMP
266
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K
ASN
267
Advisory Services Network
Georgia
$310K +$67.4K +2,673 +28%
CSIA
268
Conrad Siegel Investment Advisors
Pennsylvania
$308K +$62.3K +2,473 +26%
MW
269
Maia Wealth
Colorado
$299K -$99.8K -3,962 -25%
CPIG
270
Chicago Partners Investment Group
Illinois
$295K
JAG
271
Journey Advisory Group
Kentucky
$292K
MIM
272
Moseley Investment Management
Florida
$285K +$283K +11,224 New
FDCP
273
Foster Dykema Cabot & Partners
Massachusetts
$285K
AM
274
Atwater Malick
Pennsylvania
$283K
AAS
275
Avantax Advisory Services
Texas
$280K +$35.1K +1,392 +14%