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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWASL
276
Spartan Wealth Advisory Services LLC
Michigan
$423K +$425K +18,169 New
MA
277
Mutual Advisors
Nebraska
$415K -$2.99K -128 -0.7%
BCPWM
278
Bradley & Co Private Wealth Management
Florida
$399K – – –
EW
279
Element Wealth
Mississippi
$398K +$88.5K +3,785 +28%
CHAM
280
Clear Harbor Asset Management
Connecticut
$395K +$398K +17,000 New
SQA
281
Simon Quick Advisors
New Jersey
$386K – – –
SWP
282
Summit Wealth Partners
Florida
$384K +$386K +16,506 New
XF
283
XML Financial
Maryland
$376K +$46.3K +1,979 +14%
LNB
284
Ledyard National Bank
$356K -$22.4K -957 -6%
1WM
285
1900 Wealth Management
Texas
$349K -$157K -6,697 -31%
LF
286
Lee Financial
Texas
$338K +$340K +14,550 New
HBT
287
Hills Bank & Trust
Iowa
$336K +$338K +14,430 New
KOMWMG
288
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$334K +14,283 New
JBA
289
Johnson Bixby & Associates
Washington
$329K +$2.48K +106 +0.8%
HA
290
Hyposwiss Advisors
$327K – – –
WWM
291
WJ Wealth Management
Arizona
$326K +$98.3K +4,200 +43%
SVWA
292
Sarver Vrooman Wealth Advisors
Missouri
$320K +$21K +897 +7%
RW
293
REDW Wealth
New Mexico
$320K +$7.98K +341 +3%
BFP
294
Beacon Financial Planning
Massachusetts
$319K +$321K +13,706 New
UCB
295
United Community Bank
South Carolina
$306K +$308K +13,150 New
FAC
296
Financial Advisory Corporation
Michigan
$305K +$306K +13,101 New
ODIJL
297
One Day In July LLC
Vermont
$301K +$303K +12,942 New
DSA
298
Droms Strauss Advisors
Missouri
$296K -$5.42M -231,622 -95%
AM
299
Atwater Malick
Pennsylvania
$295K – – –
PS
300
Principal Securities
Iowa
$294K – – –
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