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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
201
Wells Financial Advisors
Massachusetts
$140K – – –
OHWP
202
Oak Harbor Wealth Partners
North Carolina
$136K +$12.1K +500 +10%
AA
203
Addison Advisors
Vermont
$132K +$10.7K +440 +9%
PWA
204
Provenance Wealth Advisors
Florida
$127K +$30.6K +1,260 +33%
KHC
205
Koesten Hirschmann & Crabtree
Kansas
$124K +$120K +4,960 New
BWL
206
Bogart Wealth LLC
Virginia
$120K +$54.2K +2,231 +88%
BC
207
Barrett & Company
Rhode Island
$83.8K +$340 +14 +0.4%
KOCAA
208
Knights of Columbus Asset Advisors
Connecticut
$72.3K – – –
FHA
209
First Horizon Advisors
Tennessee
$71.3K +$69K +2,842 New
S
210
Sachetta
Massachusetts
$67.7K +$65.6K +2,700 New
SPIA
211
Steward Partners Investment Advisory
New York
$59.7K – – –
PFM
212
Phillips Financial Management
Indiana
$58K – – –
OAJ
213
Ogorek Anthony Joseph
New York
$56K – – –
PTC
214
Private Trust Company
Ohio
$55.2K +$24.9K +1,027 +87%
LA
215
LM Advisors
California
$51.1K +$49.4K +2,035 New
JHCP
216
Jackson Hole Capital Partners
Oklahoma
$48.2K +$46.6K +1,920 New
LB
217
Legacy Bridge
Iowa
$47.7K +$46.1K +1,900 New
RF
218
Robbins Farley
New Hampshire
$45.3K – – –
FRA
219
Front Row Advisors
California
$40.1K – – –
HI
220
Harbour Investments
Wisconsin
$39.9K +$559 +23 +1%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$35.1K – – –
SC
222
Stephens Consulting
Michigan
$32.8K – – –
YDMI
223
Y.D. More Investments
Israel
$31.9K – – –
PA
224
PSI Advisors
Florida
$25.1K – – –
ASN
225
Advisory Services Network
Georgia
$25.1K +$24.3K +1,000 New
6 7 8
9
10