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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
251
Dorsey & Whitney Trust
South Dakota
$662K – – –
MOS
252
MGO One Seven
Ohio
$643K +$265K +10,388 +70%
GHA
253
Granite Harbor Advisors
Texas
$640K -$624K -24,492 -49%
BBNB
254
Baker Boyer National Bank
Washington
$620K +$5.76K +226 +0.9%
SWM
255
Stockman Wealth Management
Montana
$614K – – –
DP
256
Dearborn Partners
Illinois
$608K -$6.55K -257 -1%
RFN
257
Redwood Financial Network
Ohio
$598K +$19K +744 +3%
BL
258
Balentine LLC
Georgia
$576K +$8.76K +344 +2%
SFO
259
Stokes Family Office
Louisiana
$572K – – –
DSC
260
Duncker Streett & Co
Missouri
$572K – – –
GC
261
Gilbert & Cook
Iowa
$570K +$571K +22,408 New
AWP
262
Accretive Wealth Partners
New Jersey
$568K +$569K +22,330 New
PCIA
263
Prime Capital Investment Advisors
Kansas
$568K +$300K +11,775 +112%
PWA
264
Provenance Wealth Advisors
Florida
$567K -$348K -13,658 -38%
CFO
265
CVA Family Office
Colorado
$565K +$137K +5,377 +32%
CPIG
266
Chicago Partners Investment Group
Illinois
$550K +$2.9K +114 +0.5%
CSIA
267
Conrad Siegel Investment Advisors
Pennsylvania
$549K +$238K +9,361 +77%
AT
268
American Trust
Kentucky
$549K +$14.3K +563 +3%
1WM
269
1900 Wealth Management
Texas
$546K +$8.28K +325 +2%
MA
270
Mutual Advisors
Nebraska
$530K -$1.4K -55 -0.3%
JBA
271
Johnson Bixby & Associates
Washington
$526K +$4.89K +192 +0.9%
SG
272
StoneX Group
New York
$524K +$39K +1,531 +8%
SPWM
273
Straight Path Wealth Management
Michigan
$516K +$40.7K +1,598 +9%
FIB
274
First Interstate Bank
Montana
$510K – – –
AWMG
275
ADG Wealth Management Group
Louisiana
$509K +$509K +20,000 New
9 10
11
12 13