We are live on ! Find out more
IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Private Wealth Services
226
Kestra Private Wealth Services
Texas
$373K +$369K +15,980 New
Simon Quick Advisors
227
Simon Quick Advisors
New Jersey
$364K +$360K +15,604 New
SPWM
228
Straight Path Wealth Management
Michigan
$360K – – –
RFG
229
RFP Financial Group
Georgia
$354K +$349K +15,152 New
SG
230
StoneX Group
New York
$351K +$17.9K +775 +5%
4WM
231
4J Wealth Management
Virginia
$350K – – –
LF
232
Lee Financial
Texas
$339K – – –
Atomi Financial Group
233
Atomi Financial Group
New York
$325K +$75.3K +3,266 +31%
JBA
234
Johnson Bixby & Associates
Washington
$319K -$43.2K -1,875 -12%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$318K -$276K -11,984 -47%
PJSIMP
236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K – – –
RW
237
REDW Wealth
New Mexico
$313K – – –
UCB
238
United Community Bank
South Carolina
$308K +$18.9K +820 +7%
SCG
239
Sonata Capital Group
Washington
$294K +$291K +12,600 New
Advisory Services Network
240
Advisory Services Network
Georgia
$289K +$56.2K +2,437 +24%
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$288K +$285K +12,337 New
EW
242
Element Wealth
Mississippi
$284K – – –
MC
243
Moors & Cabot
Massachusetts
$278K +$30.7K +1,333 +13%
HM Payson & Co
244
HM Payson & Co
Maine
$276K -$19.2K -831 -7%
Principal Securities
245
Principal Securities
Iowa
$275K +$11K +478 +4%
Steward Partners Investment Advisory
246
Steward Partners Investment Advisory
New York
$261K +$192K +8,337 +292%
AA
247
Addison Advisors
Vermont
$260K -$346 -15 -0.1%
PGAM
248
Princeton Global Asset Management
New Jersey
$260K +$87.6K +3,796 +52%
HFA
249
Highland Financial Advisors
New Jersey
$259K – – –
NL
250
NWAM LLC
Washington
$258K +$256K +11,103 New