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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.8M +$2.31M +79,997 +12%
CIM
2
Confluence Investment Management
Missouri
$13.4M +$472K +16,334 +4%
CIA
3
Capital Investment Advisors
Georgia
$12.8M +$2.01M +69,678 +18%
SIC
4
Sigma Investment Counselors
Michigan
$12.7M +$4.18M +144,632 +48%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.73M +$7.37M +255,039 +1,411%
PPWM
6
PFG Private Wealth Management
Florida
$5.81M +$530K +18,330 +10%
Wells Fargo
7
Wells Fargo
California
$5.31M +$498K +17,241 +10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.93M +$171K +5,904 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.63M +$436K +15,094 +10%
US Bancorp
10
US Bancorp
Minnesota
$4.58M -$27.3K -944 -0.6%
SSB
11
Sandy Spring Bank
Maryland
$4.19M +$105K +3,650 +3%
KF
12
Krilogy Financial
Missouri
$4M +$4.09M +141,381 New
RJA
13
Raymond James & Associates
Florida
$3.63M -$86.5K -2,994 -2%
Morgan Stanley
14
Morgan Stanley
New York
$3.62M +$1.3M +45,018 +54%
Citadel Advisors
15
Citadel Advisors
Florida
$3.43M +$2.51M +86,701 +251%
4FG
16
4Thought Financial Group
New York
$2.87M +$2.93M +101,347 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.73M +$145 +5 +0%
UCFA
18
United Capital Financial Advisors
Texas
$2.63M -$29.5K -1,021 -1%
SWMG
19
Signature Wealth Management Group
Georgia
$2.42M +$220K +7,629 +10%
PWS
20
Peloton Wealth Strategists
Indiana
$2.34M +$621K +21,500 +35%
CTC
21
Central Trust Company
Missouri
$2.31M +$410K +14,200 +21%
Ameriprise
22
Ameriprise
Minnesota
$2.28M +$731K +25,295 +46%
Stifel Financial
23
Stifel Financial
Missouri
$2.2M +$35.4K +1,225 +2%
WI
24
WrapManager Inc
California
$1.94M +$24.8K +859 +1%
UBS Group
25
UBS Group
Switzerland
$1.9M +$384K +13,294 +25%
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