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
PPWM
26
PFG Private Wealth Management
Florida
$5.45M -$1.74M -78,306 -24%
PWS
27
Peloton Wealth Strategists
Indiana
$4.65M +$785K +35,300 +20%
MGIA
28
Matthew Goff Investment Advisor
Texas
$4.5M -$16.2K -728 -0.4%
GPA
29
Guidance Point Advisors
Massachusetts
$4.18M +$367K +16,515 +9%
SSB
30
Sandy Spring Bank
Maryland
$4.15M +$242K +10,887 +6%
Jane Street
31
Jane Street
New York
$3.87M +$2.93M +131,772 +294%
Wells Fargo
32
Wells Fargo
California
$3.71M -$138K -6,202 -4%
SHA
33
Seneca House Advisors
Virginia
$3.64M +$551K +24,765 +17%
LWM
34
Lyell Wealth Management
California
$3.58M +$250K +11,255 +7%
CA
35
CGN Advisors
Kansas
$3.52M +$150K +6,730 +4%
KF
36
Krilogy Financial
Missouri
$3.51M +$53.9K +2,422 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.8M +$1.15M +51,677 +68%
4FG
38
4Thought Financial Group
New York
$2.8M +$34K +1,527 +1%
MA
39
MCF Advisors
Kentucky
$2.74M +$2.49M +111,819 +839%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.51M +$171K +7,687 +7%
WI
41
WrapManager Inc
California
$2.16M +$194K +8,722 +10%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.16M +$2.19M +98,346 New
HCM
43
Howland Capital Management
Massachusetts
$2.04M +$1.54M +69,244 +288%
PWM
44
Praetorian Wealth Management
California
$1.93M +$1.32M +59,377 +206%
MA
45
Mutual Advisors
Nebraska
$1.9M +$1.93M +86,772 New
SCA
46
Snowden Capital Advisors
New York
$1.78M +$129K +5,791 +8%
Stifel Financial
47
Stifel Financial
Missouri
$1.72M +$1.74M +78,397 New
ACS
48
Archford Capital Strategies
Illinois
$1.61M +$103K +4,647 +7%
RJA
49
Raymond James & Associates
Florida
$1.44M +$614K +27,626 +73%
UCFA
50
United Capital Financial Advisors
Texas
$1.38M -$17.3K -776 -1%