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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$103M -$19.7M -816,306 -16%
CAI
2
Capital Advisors Inc
Oklahoma
$38.4M -$3.46M -143,741 -8%
Bank of America
3
Bank of America
North Carolina
$35.4M +$7.85M +325,847 +29%
SL
4
Summitry LLC
California
$30.5M -$380K -15,762 -1%
CIA
5
Capital Investment Advisors
Georgia
$26.5M +$3.45M +143,242 +15%
KA
6
Klingman & Associates
New York
$22.9M +$7.36M +305,601 +48%
SIC
7
Sigma Investment Counselors
Michigan
$18.9M -$390K -16,179 -2%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$15.4M +$14.8M +612,963 New
Morgan Stanley
9
Morgan Stanley
New York
$15.2M +$3.57M +147,973 +31%
UBS Group
10
UBS Group
Switzerland
$13.2M +$9.44M +391,851 +257%
LPL Financial
11
LPL Financial
California
$11.9M +$504K +20,903 +4%
ACM
12
Advisors Capital Management
New Jersey
$7.55M +$570K +23,655 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.49M -$1.18M -49,048 -14%
AF
14
Arrow Financial
New York
$7.33M -$260K -10,784 -3%
PPWM
15
PFG Private Wealth Management
Florida
$7.02M +$226K +9,381 +3%
US Bancorp
16
US Bancorp
Minnesota
$6.8M -$213K -8,822 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.01M +$511K +21,210 +9%
AIA
18
Arcadia Investment Advisors
Idaho
$5.76M +$449K +18,626 +9%
Ameriprise
19
Ameriprise
Minnesota
$5.73M +$1.22M +50,767 +27%
Jane Street
20
Jane Street
New York
$5.15M +$18.5K +769 +0.4%
VVP
21
Venture Visionary Partners
Ohio
$4.78M +$4.74M +196,848 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.75M +$1.09M +45,029 +30%
SSB
23
Sandy Spring Bank
Maryland
$4.43M -$207K -8,570 -4%
MGIA
24
Matthew Goff Investment Advisor
Texas
$4.43M -$1.84M -76,297 -30%
SWMG
25
Signature Wealth Management Group
Georgia
$4.36M +$366K +15,172 +9%