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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
151
Bogart Wealth LLC
Virginia
$61.1K +$61.8K +2,542 New
SPIA
152
Steward Partners Investment Advisory
New York
$57.2K -$19.5K -800 -25%
PFM
153
Phillips Financial Management
Indiana
$55.6K – – –
OAJ
154
Ogorek Anthony Joseph
New York
$53K – – –
AF
155
Allworth Financial
California
$45.3K – – –
RF
156
Robbins Farley
New Hampshire
$43.4K +$13.8K +567 +46%
FRA
157
Front Row Advisors
California
$38.4K – – –
GRP
158
Global Retirement Partners
California
$38.2K +$39K +1,601 New
HI
159
Harbour Investments
Wisconsin
$37.6K +$414 +17 +1%
SWA
160
Sutton Wealth Advisors
Florida
$34.3K +$34.7K +1,426 New
AGWCA
161
Annis Gardner Whiting Capital Advisors
Florida
$33.6K +$34.1K +1,400 New
SC
162
Stephens Consulting
Michigan
$31.5K – – –
YDMI
163
Y.D. More Investments
Israel
$30.5K – – –
PTC
164
Private Trust Company
Ohio
$28.2K – – –
PA
165
PSI Advisors
Florida
$24K – – –
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$21.9K +$22.1K +910 New
GBT
167
Grove Bank & Trust
Florida
$15.6K – – –
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$14.9K +$15.1K +620 New
BCWM
169
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
BC
170
Bartlett & Co
Ohio
$14K – – –
CAL
171
Capital Analysts LLC
Pennsylvania
$11K – – –
FFA
172
Farther Finance Advisors
California
$10.9K – – –
EDRH
173
Edmond de Rothschild Holding
Switzerland
$10.8K +$10.9K +448 New
HL
174
HeadInvest LLC
Maine
$7.16K +$7.3K +300 New
MHR
175
Matthew Hamilton Rosenberg
$4.45K – – –
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