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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458K – – –
AA
302
Ancora Advisors
Ohio
$454K +$51 +2 +0%
SEEDPG
303
S.E.E.D. Planning Group
New York
$454K +$454K +17,964 New
IP
304
Indivisible Partners
Florida
$447K +$447K +17,705 New
RF
305
Robbins Farley
New Hampshire
$446K +$1.03K +41 +0.2%
AWAU
306
Alliance Wealth Advisors (Utah)
Utah
$445K -$114K -4,519 -20%
PS
307
Principal Securities
Iowa
$445K +$15.7K +623 +4%
WIM
308
Wiregrass Investment Management
Georgia
$429K – – –
CT
309
Clearstead Trust
Maine
$429K – – –
STA
310
Summit Trail Advisors
New York
$413K +$89.6K +3,550 +28%
SQA
311
Simon Quick Advisors
New Jersey
$413K – – –
MC
312
Moors & Cabot
Massachusetts
$411K +$22.4K +888 +6%
BCPWM
313
Bradley & Co Private Wealth Management
Florida
$408K – – –
FA
314
FF Advisors
California
$404K -$1.68M -66,576 -81%
SPIA
315
Steward Partners Investment Advisory
New York
$402K +$126 +5 +0%
MWA
316
Midland Wealth Advisors
Illinois
$400K +$157K +6,205 +64%
HC
317
Hurley Capital
New York
$397K +$2.83K +112 +0.7%
OC
318
Oppenheimer & Co
New York
$392K -$150K -5,923 -28%
AMM
319
American Money Management
California
$380K -$1.47K -58 -0.4%
LNB
320
Ledyard National Bank
$377K – – –
CWA
321
Crusonia Wealth Advisors
Colorado
$368K +$23.3K +923 +7%
1WM
322
1900 Wealth Management
Texas
$349K – – –
PIMG
323
Patriot Investment Management Group
Tennessee
$346K -$9.85K -390 -3%
FFG
324
Fortune Financial Group
Florida
$343K +$9.95K +394 +3%
PWA
325
Physician Wealth Advisors
Utah
$340K +$118K +4,687 +53%
11 12
13
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