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
MFWP
251
Mosaic Family Wealth Partners
Missouri
$246K +$243K +10,523 New
SVWA
252
Sarver Vrooman Wealth Advisors
Missouri
$244K +$214K +9,276 +777%
CSIA
253
Conrad Siegel Investment Advisors
Pennsylvania
$237K +$2.1K +91 +0.9%
YWM
254
Yoder Wealth Management
California
$228K – – –
BCV
255
Banque Cantonale Vaudoise
Switzerland
$223K – – –
Bank of New York Mellon
256
Bank of New York Mellon
New York
$218K -$550K -23,844 -72%
PFM
257
Phillips Financial Management
Indiana
$216K – – –
BFS
258
BridgePort Financial Solutions
Iowa
$215K – – –
Equitable Holdings
259
Equitable Holdings
New York
$214K +$212K +9,183 New
MWM
260
MinichMacGregor Wealth Management
New York
$212K – – –
FW
261
FullCircle Wealth
Texas
$208K – – –
Scotia Capital
262
Scotia Capital
Ontario, Canada
$208K -$39.2K -1,700 -16%
NG
263
Northstar Group
New York
$204K +$202K +8,746 New
AWP
264
Accretive Wealth Partners
New Jersey
$202K +$200K +8,654 New
KHC
265
Koesten Hirschmann & Crabtree
Kansas
$196K – – –
Harbour Investments
266
Harbour Investments
Wisconsin
$189K +$57.8K +2,507 +45%
Brown Brothers Harriman & Co
267
Brown Brothers Harriman & Co
New York
$163K +$161K +7,000 New
Wilmington Savings Fund Society
268
Wilmington Savings Fund Society
Delaware
$154K – – –
Tower Research Capital (TRC)
269
Tower Research Capital (TRC)
New York
$152K +$52.2K +2,262 +53%
Bogart Wealth LLC
270
Bogart Wealth LLC
Virginia
$133K +$992 +43 +0.8%
BC
271
Barrett & Company
Rhode Island
$116K +$45.2K +1,958 +65%
RF
272
Robbins Farley
New Hampshire
$101K +$99.8K +4,325 New
CFO
273
CVA Family Office
Colorado
$100K – – –
BOJHT
274
Bank of Jackson Hole Trust
Wyoming
$98K +$23.5K +1,018 +32%
First Horizon Advisors
275
First Horizon Advisors
Tennessee
$77.7K – – –