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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$16.6M +$17.5M +631,404 New
Bank of America
2
Bank of America
North Carolina
$13.9M +$1.58M +57,009 +12%
MFWM
3
Motley Fool Wealth Management
Virginia
$13.5M -$912K -32,980 -6%
CIM
4
Confluence Investment Management
Missouri
$11.6M -$1.57M -56,827 -11%
Wells Fargo
5
Wells Fargo
California
$4.46M +$592K +21,419 +14%
PPWM
6
PFG Private Wealth Management
Florida
$4.09M -$12.3K -445 -0.3%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$3.36M +$192K +6,955 +6%
RJA
8
Raymond James & Associates
Florida
$2.72M -$1.5M -54,141 -34%
UCFA
9
United Capital Financial Advisors
Texas
$2.68M -$219K -7,936 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.67M -$230K -8,325 -8%
SWMG
11
Signature Wealth Management Group
Georgia
$2.02M +$93.1K +3,369 +5%
Stifel Financial
12
Stifel Financial
Missouri
$1.71M -$8.23M -297,704 -82%
SSB
13
Sandy Spring Bank
Maryland
$1.64M +$927K +33,520 +116%
UBS Group
14
UBS Group
Switzerland
$1.37M -$151K -5,470 -9%
TCCM
15
Timber Creek Capital Management
Massachusetts
$1.28M +$100K +3,625 +8%
Ameriprise
16
Ameriprise
Minnesota
$1.1M +$1.16M +41,925 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.07M -$1.26M -45,422 -53%
Morgan Stanley
18
Morgan Stanley
New York
$1.03M +$429K +15,520 +66%
AC
19
Avestar Capital
New York
$846K +$891K +32,238 New
WAS
20
Wealth Advisory Solutions
Indiana
$836K -$11.8K -427 -1%
SFO
21
Stokes Family Office
Louisiana
$748K – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$700K +$737K +26,667 New
ADL
23
Asset Dedication LLC
California
$563K -$116K -4,179 -16%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$465K +$194K +7,027 +66%
Citadel Advisors
25
Citadel Advisors
Florida
$439K -$1.21M -43,730 -72%
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