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
BAM
176
Belpointe Asset Management
Nevada
$286K +$282K +12,177 New
PJSIMP
177
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$40.3K +1,740 +17%
NGA
178
Naples Global Advisors
Florida
$269K +$265K +11,450 New
AA
179
Addison Advisors
Vermont
$267K +$10.4K +450 +4%
PS
180
Principal Securities
Iowa
$266K +$2.32K +100 +0.9%
TFS
181
Thoroughbred Financial Services
Tennessee
$264K -$32.1K -1,384 -11%
HFA
182
Highland Financial Advisors
New Jersey
$261K
RFC
183
Regions Financial Corp
Alabama
$245K +$241K +10,414 New
TWA
184
Talisman Wealth Advisors
New Jersey
$241K +$238K +10,249 New
EW
185
Element Wealth
Mississippi
$233K +$179K +7,741 +354%
YWM
186
Yoder Wealth Management
California
$230K +$226K +9,765 New
RJT
187
Raymond James Trust
Florida
$226K +$223K +9,611 New
CA
188
Clearstead Advisors
Ohio
$226K +$223K +9,602 New
Jones Financial Companies
189
Jones Financial Companies
Missouri
$225K +$180K +7,756 +435%
PFM
190
Phillips Financial Management
Indiana
$217K
HAC
191
Harbor Advisory Corp
New Hampshire
$208K -$209K -9,000 -50%
FIB
192
First Interstate Bank
Montana
$204K +$201K +8,671 New
AIA
193
Arcadia Investment Advisors
Idaho
$201K +$98.5K +4,248 +98%
NG
194
Northstar Group
New York
$200K -$46.4K -2,000 -19%
BWL
195
Bogart Wealth LLC
Virginia
$153K +$19.9K +857 +15%
FCA
196
FinTrust Capital Advisors
South Carolina
$141K
SPIA
197
Steward Partners Investment Advisory
New York
$141K +$98.7K +4,260 +248%
BCV
198
Banque Cantonale Vaudoise
Switzerland
$137K +$135K +5,836 New
KHC
199
Koesten Hirschmann & Crabtree
Kansas
$128K
HI
200
Harbour Investments
Wisconsin
$103K -$1.74K -75 -2%