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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
$29.5M +$1.77M +65,274 +6%
SIC
2
Sigma Investment Counselors
Michigan
$20.7M +$2.38M +87,677 +13%
CIA
3
Capital Investment Advisors
Georgia
$20M +$1.74M +64,149 +9%
CIM
4
Confluence Investment Management
Missouri
$13.4M +$419K +15,403 +3%
Wells Fargo
5
Wells Fargo
California
$13.3M +$2.06M +75,647 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M +$5.49M +202,011 +110%
MGIA
7
Matthew Goff Investment Advisor
Texas
$7M +$200K +7,353 +3%
US Bancorp
8
US Bancorp
Minnesota
$5.84M +$38.7K +1,425 +0.6%
SSB
9
Sandy Spring Bank
Maryland
$5.47M +$244K +8,960 +5%
AIA
10
Arcadia Investment Advisors
Idaho
$5.35M +$481K +17,705 +10%
PPWM
11
PFG Private Wealth Management
Florida
$4.8M +$300K +11,040 +6%
PWS
12
Peloton Wealth Strategists
Indiana
$4.29M +$231K +8,500 +6%
LPL Financial
13
LPL Financial
California
$3.98M +$536K +19,707 +15%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$3.58M +$27.5K +1,012 +0.8%
UBS Group
15
UBS Group
Switzerland
$3.19M +$538K +19,779 +20%
4FG
16
4Thought Financial Group
New York
$3.18M +$31.7K +1,166 +1%
LC
17
Legacy CG
Texas
$3.18M -$123K -4,528 -4%
Morgan Stanley
18
Morgan Stanley
New York
$3.1M -$4.32M -158,769 -57%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3M +$8.75K +322 +0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.86M +$2.52M +92,799 +585%
SWMG
21
Signature Wealth Management Group
Georgia
$2.86M +$437K +16,065 +17%
Ameriprise
22
Ameriprise
Minnesota
$2.65M +$160K +5,901 +6%
Stifel Financial
23
Stifel Financial
Missouri
$2.35M +$84.3K +3,101 +4%
PWM
24
Praetorian Wealth Management
California
$2.25M +$312K +11,467 +15%
KF
25
Krilogy Financial
Missouri
$2.17M -$1.56M -57,264 -41%
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