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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
176
Stokes Family Office
Louisiana
$402K – – –
AGP
177
Autumn Glory Partners
Texas
$396K +$2.97K +129 +0.7%
SG
178
Strid Group
Pennsylvania
$394K +$3.59K +156 +0.9%
EWA
179
EP Wealth Advisors
California
$394K +$102K +4,409 +34%
BCPWM
180
Bradley & Co Private Wealth Management
Florida
$394K +$398K +17,273 New
RWM
181
Ritholtz Wealth Management
New York
$393K – – –
GCA
182
Gradient Capital Advisors
California
$389K +$54.5K +2,368 +16%
DWM
183
Dakota Wealth Management
Florida
$385K +$389K +16,900 New
AA
184
Ancora Advisors
Ohio
$378K +$39.9K +1,731 +12%
RFN
185
Redwood Financial Network
Ohio
$353K +$69.1K +2,998 +24%
SPWM
186
Straight Path Wealth Management
Michigan
$352K +$27K +1,170 +8%
JBA
187
Johnson Bixby & Associates
Washington
$351K +$5.6K +243 +2%
NGA
188
Naples Global Advisors
Florida
$348K +$87.5K +3,800 +33%
4WM
189
4J Wealth Management
Virginia
$342K +$10.8K +470 +3%
FWMM
190
Foundation Wealth Management (Missouri)
Missouri
$340K +$35.2K +1,529 +11%
SWP
191
Summit Wealth Partners
Florida
$338K -$30.8K -1,336 -8%
LF
192
Lee Financial
Texas
$332K – – –
PWA
193
Provenance Wealth Advisors
Florida
$329K +$51.2K +2,222 +18%
KC
194
Kades & Cheifetz
Pennsylvania
$329K +$333K +14,441 New
BAM
195
Belpointe Asset Management
Nevada
$326K +$41K +1,780 +15%
PP
196
Prosperity Planning
Missouri
$325K – – –
RSWA
197
Robinson Smith Wealth Advisors
Maine
$322K – – –
RW
198
REDW Wealth
New Mexico
$306K -$117K -5,084 -27%
APW
199
Austin Private Wealth
Texas
$304K +$307K +13,319 New
PPP
200
Private Portfolio Partners
New Jersey
$301K – – –
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8
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