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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$95.4M +$96.9M +3,823,959 New
CAI
2
Capital Advisors Inc
Oklahoma
$41.5M +$42.2M +1,664,198 New
CIA
3
Capital Investment Advisors
Georgia
$20.8M +$1.89M +74,436 +10%
SIC
4
Sigma Investment Counselors
Michigan
$20.2M +$579K +22,836 +3%
Bank of America
5
Bank of America
North Carolina
$16.2M -$12M -472,077 -42%
CIM
6
Confluence Investment Management
Missouri
$12.6M -$167K -6,606 -1%
SPF
7
Steven Patrick Farmer
$12.6M +$12.7M +503,097 New
KA
8
Klingman & Associates
New York
$12M +$12.1M +479,267 New
Morgan Stanley
9
Morgan Stanley
New York
$11M +$8.16M +322,156 +273%
Wells Fargo
10
Wells Fargo
California
$10.9M -$1.71M -67,397 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.93M +$309K +12,210 +3%
AF
12
Arrow Financial
New York
$7.79M +$6.8M +268,298 +612%
MGIA
13
Matthew Goff Investment Advisor
Texas
$6.58M -$54.8K -2,164 -0.8%
US Bancorp
14
US Bancorp
Minnesota
$6.37M +$853K +33,661 +15%
AIA
15
Arcadia Investment Advisors
Idaho
$5.29M +$225K +8,892 +4%
LPL Financial
16
LPL Financial
California
$5.13M +$1.37M +54,046 +36%
SSB
17
Sandy Spring Bank
Maryland
$5.01M -$175K -6,912 -3%
PPWM
18
PFG Private Wealth Management
Florida
$4.9M +$348K +13,732 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.33M +$1.5M +59,289 +52%
PWS
20
Peloton Wealth Strategists
Indiana
$4.02M -$50.7K -2,000 -1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$3.91M +$530K +20,931 +15%
SWMG
22
Signature Wealth Management Group
Georgia
$3.66M +$969K +38,247 +35%
KF
23
Krilogy Financial
Missouri
$3.3M +$1.26M +49,754 +60%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$3.24M +$565K +22,296 +21%
UBS Group
25
UBS Group
Switzerland
$3.17M +$147K +5,818 +5%
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