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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
276
Mutual Advisors
Nebraska
$415K -$2.99K -128 -0.7%
BCPWM
277
Bradley & Co Private Wealth Management
Florida
$399K – – –
EW
278
Element Wealth
Mississippi
$398K +$88.5K +3,785 +28%
CHAM
279
Clear Harbor Asset Management
Connecticut
$395K +$398K +17,000 New
SQA
280
Simon Quick Advisors
New Jersey
$386K – – –
SWP
281
Summit Wealth Partners
Florida
$384K +$386K +16,506 New
XF
282
XML Financial
Maryland
$376K +$46.3K +1,979 +14%
LNB
283
Ledyard National Bank
$356K -$22.4K -957 -6%
1WM
284
1900 Wealth Management
Texas
$349K -$157K -6,697 -31%
LF
285
Lee Financial
Texas
$338K +$340K +14,550 New
HBT
286
Hills Bank & Trust
Iowa
$336K +$338K +14,430 New
KOMWMG
287
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$334K +14,283 New
JBA
288
Johnson Bixby & Associates
Washington
$329K +$2.48K +106 +0.8%
HA
289
Hyposwiss Advisors
$327K – – –
WWM
290
WJ Wealth Management
Arizona
$326K +$98.3K +4,200 +43%
SVWA
291
Sarver Vrooman Wealth Advisors
Missouri
$320K +$21K +897 +7%
RW
292
REDW Wealth
New Mexico
$320K +$7.98K +341 +3%
BFP
293
Beacon Financial Planning
Massachusetts
$319K +$321K +13,706 New
UCB
294
United Community Bank
South Carolina
$306K +$308K +13,150 New
FAC
295
Financial Advisory Corporation
Michigan
$305K +$306K +13,101 New
ODIJL
296
One Day In July LLC
Vermont
$301K +$303K +12,942 New
DSA
297
Droms Strauss Advisors
Missouri
$296K -$5.42M -231,622 -95%
AM
298
Atwater Malick
Pennsylvania
$295K – – –
PS
299
Principal Securities
Iowa
$294K – – –
AWE
300
Avidian Wealth Enterprises
Texas
$292K +$294K +12,559 New
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