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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
376
Hyposwiss Advisors
$89K +$89K +3,495 New
AWM
377
AE Wealth Management
Kansas
$86.4K +$86.4K +3,393 New
BOJHT
378
Bank of Jackson Hole Trust
Wyoming
$85.9K – – –
KOCAA
379
Knights of Columbus Asset Advisors
Connecticut
$73.3K – – –
IAIM
380
International Assets Investment Management
Florida
$68.5K +$68.5K +2,690 New
TC
381
Trust Company
Kansas
$67.8K -$34K -1,333 -33%
ADL
382
Asset Dedication LLC
California
$67.6K – – –
CT
383
Coastline Trust
Rhode Island
$65.3K – – –
PB
384
Pinnacle Bancorp
Nebraska
$50.9K – – –
BFS
385
Burkett Financial Services
South Carolina
$50.9K +$50.9K +2,000 New
LB
386
Legacy Bridge
Iowa
$48.4K – – –
GIA
387
GHP Investment Advisors
Colorado
$40.9K – – –
FRA
388
Front Row Advisors
California
$40.7K – – –
OHWP
389
Oak Harbor Wealth Partners
North Carolina
$36K -$102K -4,022 -74%
AGWCA
390
Annis Gardner Whiting Capital Advisors
Florida
$35.6K – – –
SC
391
Stephens Consulting
Michigan
$33.3K – – –
MPW
392
MASECO Private Wealth
$30.9K +$30.9K +1,215 New
BA
393
Ballast Advisors
Minnesota
$30.5K +$7.49K +294 +33%
EB
394
Eastern Bank
Massachusetts
$30.4K – – –
TRCT
395
Tower Research Capital (TRC)
New York
$29.2K -$56.7K -2,227 -66%
ACA
396
Aptus Capital Advisors
Alabama
$26K +$10.7K +421 +70%
TBFA
397
Three Bearings Fiduciary Advisors
New Hampshire
$24.9K +$24.8K +974 New
SWM
398
Spire Wealth Management
Virginia
$24K +$7.85K +308 +49%
SS
399
Sunbelt Securities
Texas
$21.6K -$3.82K -150 -15%
CT
400
Colonial Trust
South Carolina
$20.4K – – –
14 15
16
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