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
KNW
126
Kesler Norman & Wride
Utah
$800K +$31.3K +1,349 +4%
BFG
127
Beacon Financial Group
Texas
$797K -$144K -6,232 -16%
IWC
128
Integrated Wealth Concepts
Massachusetts
$746K +$165K +7,107 +29%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$726K +$342K +14,775 +92%
VWM
130
Valley Wealth Managers
New Jersey
$726K -$1.78K -77 -0.2%
PIM
131
Penobscot Investment Management
Massachusetts
$692K +$203K +8,750 +42%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$680K +$253K +10,926 +61%
MWM
133
Meridian Wealth Management
Kentucky
$673K +$663K +28,617 New
JIR
134
James Investment Research
Ohio
$643K
OC
135
Oppenheimer & Co
New York
$627K +$618K +26,672 New
MHIC
136
Marble Harbor Investment Counsel
Massachusetts
$625K +$617K +26,600 New
Comerica Bank
137
Comerica Bank
Texas
$618K +$19.3K +832 +3%
DWT
138
Dorsey & Whitney Trust
South Dakota
$611K
MML Investors Services
139
MML Investors Services
Massachusetts
$610K +$45.2K +1,950 +8%
RWP
140
Reliant Wealth Planning
Kentucky
$581K +$573K +24,719 New
SWC
141
Spectrum Wealth Counsel
Indiana
$576K
FFG
142
Foundry Financial Group
New Hampshire
$571K +$58.6K +2,528 +12%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$559K +$43.7K +1,887 +9%
FCM
144
Fortis Capital Management
Washington
$506K +$499K +21,531 New
MSWM
145
McGlone Suttner Wealth Management
Wisconsin
$481K +$94.1K +4,062 +25%
BWM
146
BCS Wealth Management
Tennessee
$476K
GHA
147
Granite Harbor Advisors
Texas
$457K +$22K +949 +5%
GWA
148
Gratus Wealth Advisors
Virginia
$447K +$31.9K +1,375 +8%
RW
149
REDW Wealth
New Mexico
$435K +$8.6K +371 +2%
LIM
150
Leavell Investment Management
Alabama
$428K +$421K +18,185 New