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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$96.7M +$79.6M +3,489,493 +468%
CAI
2
Capital Advisors Inc
Oklahoma
$74.9M +$6.53M +286,414 +10%
Bank of America
3
Bank of America
North Carolina
$66.8M +$23.1M +1,011,900 +53%
Morgan Stanley
4
Morgan Stanley
New York
$51M +$3.01M +131,820 +6%
CIA
5
Capital Investment Advisors
Georgia
$42.9M +$5.22M +228,895 +14%
ACA
6
Aptus Capital Advisors
Alabama
$39.4M +$4.83M +211,733 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.1M +$36.3M +1,589,773 +1,266%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$31.2M +$3.89M +170,713 +14%
KA
9
Klingman & Associates
New York
$27.6M +$754K +33,028 +3%
VVP
10
Venture Visionary Partners
Ohio
$22.1M +$6.1M +267,169 +38%
UBS Group
11
UBS Group
Switzerland
$21.9M +$2.33M +102,320 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$21.8M +$1.69M +73,864 +8%
WIC
13
Woodmont Investment Counsel
Tennessee
$21.6M +$21.6M +947,900 New
SL
14
Summitry LLC
California
$21.5M +$597K +26,149 +3%
US Bancorp
15
US Bancorp
Minnesota
$20.2M +$2.71M +118,766 +15%
GA
16
Gateway Advisory
New Jersey
$19.5M +$915K +40,116 +5%
LPL Financial
17
LPL Financial
California
$18.6M +$1.08M +47,307 +6%
Wells Fargo
18
Wells Fargo
California
$17.1M +$8.27M +362,537 +94%
ACM
19
Advisors Capital Management
New Jersey
$15.9M +$1.15M +50,240 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.2M +$3.38M +147,955 +28%
AF
21
Arrow Financial
New York
$13.2M +$449K +19,689 +4%
MLA
22
MB, Levis & Associates
Pennsylvania
$11.9M +$289K +12,656 +2%
MCM
23
MV Capital Management
Maryland
$11.6M +$2.64M +115,831 +29%
SSWG
24
Seven Springs Wealth Group
Tennessee
$11.6M +$11.6M +507,852 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$11.4M +$1.17M +51,332 +11%
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