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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
$29.9M +$3.8M +133,846 +15%
SIC
2
Sigma Investment Counselors
Michigan
$19.7M +$2.49M +87,639 +14%
CIA
3
Capital Investment Advisors
Georgia
$19.7M +$1.92M +67,407 +11%
CIM
4
Confluence Investment Management
Missouri
$14M +$203K +7,145 +1%
Wells Fargo
5
Wells Fargo
California
$12.2M +$6.9M +242,611 +129%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$10.7M +$253K +8,884 +2%
Morgan Stanley
7
Morgan Stanley
New York
$7.83M +$892K +31,365 +13%
MGIA
8
Matthew Goff Investment Advisor
Texas
$7.31M +$1.04M +36,611 +17%
US Bancorp
9
US Bancorp
Minnesota
$6.23M +$115K +4,050 +2%
SSB
10
Sandy Spring Bank
Maryland
$5.62M +$440K +15,470 +8%
AIA
11
Arcadia Investment Advisors
Idaho
$5.24M +$1.41M +49,613 +37%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.2M +$259K +9,116 +5%
PPWM
13
PFG Private Wealth Management
Florida
$4.85M -$1.75M -61,577 -26%
PWS
14
Peloton Wealth Strategists
Indiana
$4.37M – – –
KF
15
Krilogy Financial
Missouri
$3.95M -$20.4K -718 -0.5%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$3.81M +$406K +14,278 +12%
LPL Financial
17
LPL Financial
California
$3.72M +$272K +9,569 +8%
LC
18
Legacy CG
Texas
$3.54M +$3.56M +125,274 New
4FG
19
4Thought Financial Group
New York
$3.39M +$160K +5,635 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.22M +$516K +18,164 +19%
UBS Group
21
UBS Group
Switzerland
$2.87M +$85.9K +3,020 +3%
Ameriprise
22
Ameriprise
Minnesota
$2.68M +$139K +4,906 +5%
SWMG
23
Signature Wealth Management Group
Georgia
$2.62M +$131K +4,623 +5%
Stifel Financial
24
Stifel Financial
Missouri
$2.44M +$53.7K +1,890 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.42M -$131K -4,602 -5%
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