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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
$196M +$2.34M +93,495 +1%
Morgan Stanley
2
Morgan Stanley
New York
$94.5M +$4.78M +190,901 +5%
CIA
3
Capital Investment Advisors
Georgia
$75.5M +$5.08M +202,590 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$73.7M +$5.53M +220,708 +8%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$59.8M +$9.62M +383,831 +19%
ACA
6
Aptus Capital Advisors
Alabama
$59M +$6.49M +259,185 +12%
Raymond James Financial
7
Raymond James Financial
Florida
$58.1M +$8.1M +323,217 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$56M +$1.75M +70,032 +3%
UBS Group
9
UBS Group
Switzerland
$53.8M +$3.64M +145,293 +7%
Lido Advisors
10
Lido Advisors
California
$47.2M +$17.5M +698,641 +60%
LPL Financial
11
LPL Financial
California
$46M +$5.03M +200,796 +12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$46M +$3.06M +122,275 +7%
WIC
13
Woodmont Investment Counsel
Tennessee
$41.4M +$2.49M +99,430 +6%
Ameriprise
14
Ameriprise
Minnesota
$39.3M +$11.8M +471,500 +43%
Wells Fargo
15
Wells Fargo
California
$38.2M +$2.38M +95,095 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$34.4M +$1.34M +53,603 +4%
SL
17
Summitry LLC
California
$32.2M +$1.67M +66,465 +6%
GWA
18
Gratus Wealth Advisors
Virginia
$30.6M +$1.33M +53,088 +5%
SIC
19
Sigma Investment Counselors
Michigan
$28.5M +$401K +16,011 +1%
KA
20
Klingman & Associates
New York
$27.8M +$292K +11,649 +1%
KCM
21
Kathmere Capital Management
Pennsylvania
$26M +$2.02M +80,758 +9%
HCM
22
Hengehold Capital Management
Ohio
$25.6M +$2.14M +85,552 +9%
HCM
23
Howland Capital Management
Massachusetts
$24.1M +$730K +29,143 +3%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$24.1M +$2.23M +89,021 +10%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$22.7M +$1.25M +50,033 +6%
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