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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
301
Wiregrass Investment Management
Georgia
$431K +$102K +4,000 +31%
CT
302
Clearstead Trust
Maine
$430K – – –
HBT
303
Hills Bank & Trust
Iowa
$428K +$265K +10,421 +161%
BFP
304
Beacon Financial Planning
Massachusetts
$422K +$193K +7,577 +83%
SQA
305
Simon Quick Advisors
New Jersey
$414K – – –
BCPWM
306
Bradley & Co Private Wealth Management
Florida
$409K – – –
SPIA
307
Steward Partners Investment Advisory
New York
$404K -$73K -2,870 -15%
HC
308
Hurley Capital
New York
$395K +$1.88K +74 +0.5%
MC
309
Moors & Cabot
Massachusetts
$389K +$58.4K +2,298 +18%
SFB
310
STAR Financial Bank
Indiana
$388K -$1.07M -42,033 -73%
AMM
311
American Money Management
California
$383K -$1.48K -58 -0.4%
LNB
312
Ledyard National Bank
$378K -$7.15K -281 -2%
PIMG
313
Patriot Investment Management Group
Tennessee
$357K – – –
BONH
314
Bank of New Hampshire
New Hampshire
$351K -$6.36K -250 -2%
1WM
315
1900 Wealth Management
Texas
$350K -$194K -7,624 -36%
XF
316
XML Financial
Maryland
$349K +$30.2K +1,188 +9%
CWA
317
Crusonia Wealth Advisors
Colorado
$346K +$15.5K +609 +5%
NGA
318
Naples Global Advisors
Florida
$342K -$3.69K -145 -1%
VFIC
319
Valley Forge Investment Consultants
Pennsylvania
$336K – – –
FFG
320
Fortune Financial Group
Florida
$334K +$335K +13,188 New
CWS
321
Cypress Wealth Services
California
$334K – – –
SAG
322
SageView Advisory Group
California
$331K +$10.2K +400 +3%
OMIC
323
Old Mission Investment Co
Michigan
$329K – – –
STA
324
Summit Trail Advisors
New York
$324K +$325K +12,800 New
MIM
325
Moseley Investment Management
Florida
$319K +$15K +591 +5%
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13
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