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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
151
Northstar Group
New York
$2.48M +$259K +11,162 +12%
MWM
152
Modern Wealth Management
Kansas
$2.45M +$2.46M +105,983 New
SWM
153
Segment Wealth Management
Texas
$2.36M +$289K +12,485 +14%
MWM
154
Meridian Wealth Management
Kentucky
$2.34M +$213K +9,175 +10%
HIA
155
Harbor Investment Advisory
Maryland
$2.33M +$374K +16,114 +19%
KTM
156
Keeler Thomas Management
Utah
$2.32M -$158K -6,825 -6%
Mariner
157
Mariner
Kansas
$2.23M -$1.99M -85,706 -47%
WFMPM
158
Woodley Farra Manion Portfolio Management
Indiana
$2.22M +$362K +15,597 +19%
RCA
159
Resonant Capital Advisors
Wisconsin
$2.19M -$20.3K -877 -0.9%
SWA
160
Sax Wealth Advisors
New Jersey
$2.11M +$34.7K +1,497 +2%
FCM
161
Fortis Capital Management
Washington
$2.05M +$584K +25,198 +40%
IA
162
IFG Advisory
Georgia
$1.99M +$1.99M +85,990 New
JP Morgan Chase
163
JP Morgan Chase
New York
$1.98M -$2.28M -98,547 -54%
FNBTCON
164
First National Bank & Trust Co of Newtown
Pennsylvania
$1.93M -$413K -17,800 -18%
RBC
165
Romano Brothers & Co
Illinois
$1.91M +$126K +5,417 +7%
CCM
166
Coldstream Capital Management
Washington
$1.88M -$5.79K -250 -0.3%
Creative Planning
167
Creative Planning
Kansas
$1.84M +$196K +8,445 +12%
WI
168
WrapManager Inc
California
$1.76M -$176K -7,591 -9%
ACM
169
Advance Capital Management
Michigan
$1.75M +$102K +4,409 +6%
BFG
170
Beacon Financial Group
Texas
$1.75M -$18.4K -794 -1%
TC
171
TFR Capital
Texas
$1.69M +$175K +7,557 +12%
MSWM
172
McGlone Suttner Wealth Management
Wisconsin
$1.67M +$150K +6,479 +10%
BWM
173
Bullock Wealth Management
Indiana
$1.56M +$1.57M +67,532 New
CF
174
Cyr Financial
Illinois
$1.52M +$134K +5,771 +10%
JBC
175
Jefferson Bridge Capital
Tennessee
$1.51M -$127K -5,459 -8%
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