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
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$626K +$291K +12,764 +87%
JIR
102
James Investment Research
Ohio
$624K +$79.9K +3,500 +15%
DWT
103
Dorsey & Whitney Trust
South Dakota
$593K
Comerica Bank
104
Comerica Bank
Texas
$580K +$69K +3,025 +14%
PAG
105
Private Advisor Group
New Jersey
$567K +$250K +10,949 +79%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$564K +$52.6K +2,306 +10%
IWC
107
Integrated Wealth Concepts
Massachusetts
$555K +$156K +6,826 +39%
MML Investors Services
108
MML Investors Services
Massachusetts
$548K -$13.7K -599 -2%
LWL
109
Leo Wealth LLC
Texas
$546K -$180K -7,904 -25%
BEI
110
Benjamin Edwards Inc
Missouri
$543K -$57.3K -2,510 -10%
CTA
111
Chesley Taft & Associates
Illinois
$518K +$518K +22,700 New
SWC
112
Spectrum Wealth Counsel
Indiana
$501K
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$474K +$473K +20,750 New
BCPWM
114
Bradley & Co Private Wealth Management
Florida
$473K
VWM
115
Valley Wealth Managers
New Jersey
$468K +$468K +20,493 New
SF
116
Safeguard Financial
Wisconsin
$468K +$236K +10,355 +102%
RSWM
117
Robertson Stephens Wealth Management
California
$463K +$149K +6,533 +47%
BWM
118
BCS Wealth Management
Tennessee
$462K +$249K +10,893 +116%
ST
119
Spinnaker Trust
Maine
$458K +$457K +20,051 New
GWA
120
Gratus Wealth Advisors
Virginia
$453K +$57K +2,499 +14%
FNT
121
First National Trust
Pennsylvania
$441K +$441K +19,318 New
FFG
122
Foundry Financial Group
New Hampshire
$416K +$415K +18,211 New
SFO
123
Stokes Family Office
Louisiana
$402K
ATC
124
Adirondack Trust Company
New York
$399K +$111K +4,873 +39%
AGP
125
Autumn Glory Partners
Texas
$393K