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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
301
Johnson Bixby & Associates
Washington
$330K +$2.92K +126 +0.9%
FIA
302
Foundations Investment Advisors
Arizona
$330K +$96.6K +4,167 +41%
JFG
303
JDM Financial Group
Texas
$330K +$330K +14,230 New
AWE
304
Avidian Wealth Enterprises
Texas
$327K +$35.8K +1,544 +12%
HA
305
Hanover Advisors
South Carolina
$326K +$61K +2,630 +23%
AWM
306
Alterna Wealth Management
Texas
$326K -$464K -20,019 -59%
PS
307
Principal Securities
Iowa
$325K +$33.1K +1,430 +11%
RW
308
REDW Wealth
New Mexico
$319K – – –
SVWA
309
Sarver Vrooman Wealth Advisors
Missouri
$318K -$278 -12 -0.1%
MIM
310
MTM Investment Management
South Carolina
$314K +$278K +12,000 +768%
S
311
SignatureFD
Georgia
$312K +$50.1K +2,161 +19%
FAC
312
Financial Advisory Corporation
Michigan
$307K +$3.34K +144 +1%
RWM
313
Riverchase Wealth Management
Texas
$304K +$305K +13,146 New
ODIJL
314
One Day In July LLC
Vermont
$303K +$3.01K +130 +1%
GI
315
GAMMA Investing
California
$296K +$173K +7,479 +142%
BMM
316
Berkshire Money Management
Massachusetts
$295K +$296K +12,756 New
AM
317
Atwater Malick
Pennsylvania
$294K – – –
UCB
318
United Community Bank
South Carolina
$293K -$11.6K -500 -4%
WSFS
319
Wilmington Savings Fund Society
Delaware
$281K – – –
CBU
320
CIBC Bancorp USA
Illinois
$276K – – –
NL
321
NWAM LLC
Washington
$266K +$2.41K +104 +0.9%
SI
322
Seeds Investor
New York
$266K +$20.6K +887 +8%
SL
323
Sentinus LLC
Illinois
$262K – – –
HFA
324
Highland Financial Advisors
New Jersey
$257K – – –
SWASL
325
Spartan Wealth Advisory Services LLC
Michigan
$257K -$164K -7,088 -39%
11 12
13
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