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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
201
TD Waterhouse Canada
Ontario, Canada
$292K +$283K +12,307 +2,532%
HPC
202
HM Payson & Co
Maine
$288K – – –
SWA
203
Sightline Wealth Advisors
Connecticut
$286K +$289K +12,557 New
EW
204
Element Wealth
Mississippi
$277K +$51.6K +2,239 +23%
RFC
205
Regions Financial Corp
Alabama
$273K +$36.4K +1,581 +15%
PJSIMP
206
P.J. Schmidt Investment Management (PJS)
Wisconsin
$273K +$4.17K +181 +2%
DWM
207
DecisionMap Wealth Management
Virginia
$271K +$274K +11,878 New
FCM
208
Fortis Capital Management
Washington
$270K -$223K -9,696 -45%
TFS
209
Thoroughbred Financial Services
Tennessee
$259K +$2.72K +118 +1%
PS
210
Principal Securities
Iowa
$258K +$46 +2 +0%
HFA
211
Highland Financial Advisors
New Jersey
$253K – – –
AA
212
Addison Advisors
Vermont
$249K -$10.4K -450 -4%
SC
213
Scotia Capital
Ontario, Canada
$242K +$244K +10,600 New
FTUS
214
Flow Traders U.S.
New York
$235K +$237K +10,309 New
YWM
215
Yoder Wealth Management
California
$223K – – –
BWM
216
Bullock Wealth Management
Indiana
$221K +$122K +5,289 +120%
CA
217
Clearstead Advisors
Ohio
$219K – – –
BFS
218
BridgePort Financial Solutions
Iowa
$212K +$212K +9,198 New
PFM
219
Phillips Financial Management
Indiana
$211K – – –
GS
220
GTS Securities
Florida
$208K +$210K +9,133 New
1L
221
10Elms LLP
Oklahoma
$178K +$180K +7,800 New
KHC
222
Koesten Hirschmann & Crabtree
Kansas
$172K +$47.7K +2,070 +38%
WSFS
223
Wilmington Savings Fund Society
Delaware
$150K +$152K +6,600 New
BWL
224
Bogart Wealth LLC
Virginia
$148K – – –
HI
225
Harbour Investments
Wisconsin
$126K +$26.6K +1,156 +26%
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9
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