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
Ameriprise
1
Ameriprise
Minnesota
$102M +$5.51M +244,092 +6%
CAI
2
Capital Advisors Inc
Oklahoma
$78.6M +$4.15M +184,075 +6%
Bank of America
3
Bank of America
North Carolina
$75.8M +$9.37M +415,438 +14%
Morgan Stanley
4
Morgan Stanley
New York
$58.4M +$7.72M +342,204 +15%
ACA
5
Aptus Capital Advisors
Alabama
$52.2M +$13M +576,526 +33%
CIA
6
Capital Investment Advisors
Georgia
$47.8M +$5.17M +229,403 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$42.7M +$3.77M +166,959 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$33.5M +$2.49M +110,560 +8%
HighTower Advisors
9
HighTower Advisors
Illinois
$28.1M +$28M +1,239,275 New
KA
10
Klingman & Associates
New York
$26.9M -$533K -23,629 -2%
VVP
11
Venture Visionary Partners
Ohio
$23.6M +$1.72M +76,206 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$23.4M +$1.69M +75,006 +8%
UBS Group
13
UBS Group
Switzerland
$22.9M +$1.09M +48,144 +5%
Wells Fargo
14
Wells Fargo
California
$21.2M +$4.17M +184,800 +25%
LPL Financial
15
LPL Financial
California
$21M +$2.45M +108,421 +13%
GA
16
Gateway Advisory
New Jersey
$20.6M +$1.24M +55,124 +6%
US Bancorp
17
US Bancorp
Minnesota
$18.8M -$1.28M -56,725 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$18.5M +$3.34M +148,045 +22%
ACM
19
Advisors Capital Management
New Jersey
$16.7M +$943K +41,802 +6%
SSWG
20
Seven Springs Wealth Group
Tennessee
$14.3M +$2.8M +123,932 +24%
AF
21
Arrow Financial
New York
$13.4M +$292K +12,936 +2%
MCM
22
MV Capital Management
Maryland
$12.2M +$585K +25,915 +5%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.1M +$290K +12,868 +2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$11.6M +$275K +12,196 +2%
OMC
25
Old Mission Capital
Illinois
$11.6M +$10.6M +469,966 +1,160%