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
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$231K +$231K +10,120 New
GT
152
Glenview Trust
Kentucky
$230K +$230K +10,093 New
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
$228K
Bank of New York Mellon
154
Bank of New York Mellon
New York
$224K +$224K +9,816 New
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K +$219K +9,617 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$219K +$77.1K +3,381 +54%
EWS
157
Evergreen Wealth Solutions
Pennsylvania
$213K +$213K +9,316 New
AA
158
Addison Advisors
Vermont
$183K +$30.8K +1,350 +20%
WFA
159
Wells Financial Advisors
Massachusetts
$143K
FCA
160
FinTrust Capital Advisors
South Carolina
$137K -$91.1K -3,995 -40%
BWL
161
Bogart Wealth LLC
Virginia
$129K +$14.9K +654 +13%
PFM
162
Phillips Financial Management
Indiana
$126K +$69.6K +3,052 +123%
KHC
163
Koesten Hirschmann & Crabtree
Kansas
$125K
AIA
164
Arcadia Investment Advisors
Idaho
$98.5K
HI
165
Harbour Investments
Wisconsin
$97.7K +$730 +32 +0.8%
FHA
166
First Horizon Advisors
Tennessee
$70.9K
EPW
167
Evergreen Private Wealth
Colorado
$60.7K
EW
168
Element Wealth
Mississippi
$49.9K
TC
169
Trust Company
Kansas
$49.8K +$49.8K +2,181 New
SPIA
170
Steward Partners Investment Advisory
New York
$39.3K
PTC
171
Private Trust Company
Ohio
$33.5K +$6.02K +264 +22%
PA
172
PSI Advisors
Florida
$30.4K
BlackRock
173
BlackRock
New York
$29.5K +$28.4K +1,244 +2,488%
KOCAA
174
Knights of Columbus Asset Advisors
Connecticut
$28.3K
UCB
175
United Community Bank
South Carolina
$23.7K +$23.7K +1,040 New