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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$171M +$11.7M +499,957 +7%
ACA
2
Aptus Capital Advisors
Alabama
$156M +$28.5M +1,215,342 +22%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$131M +$48.6M +2,073,552 +59%
Morgan Stanley
4
Morgan Stanley
New York
$129M +$9.61M +410,269 +8%
CAI
5
Capital Advisors Inc
Oklahoma
$112M +$3.08M +131,430 +3%
SRC
6
Shufro Rose & Co
New York
$89.1M +$7.06M +301,245 +9%
CIA
7
Capital Investment Advisors
Georgia
$87.1M +$5.45M +232,608 +7%
UBS Group
8
UBS Group
Switzerland
$82.2M +$10.4M +445,107 +15%
Raymond James Financial
9
Raymond James Financial
Florida
$69.1M +$7.26M +309,978 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$51.1M +$2.6M +111,012 +5%
HPC
11
HM Payson & Co
Maine
$50.6M +$47.8M +2,040,616 +1,677%
LPL Financial
12
LPL Financial
California
$49.9M +$7.16M +305,410 +17%
Wells Fargo
13
Wells Fargo
California
$49.2M +$1.55M +66,293 +3%
SL
14
Summitry LLC
California
$43M +$1.31M +56,082 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$41.5M +$3.34M +142,526 +9%
WIC
16
Woodmont Investment Counsel
Tennessee
$40.9M +$349K +14,912 +0.9%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$37.8M +$13.5M +575,487 +55%
KA
18
Klingman & Associates
New York
$36M +$2.74M +117,113 +8%
SIC
19
Sigma Investment Counselors
Michigan
$35.5M +$691K +29,506 +2%
Lido Advisors
20
Lido Advisors
California
$33.4M +$341K +14,569 +1%
GWA
21
Gratus Wealth Advisors
Virginia
$33.3M +$924K +39,441 +3%
VVP
22
Venture Visionary Partners
Ohio
$31.8M +$1.34M +57,299 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28.1M +$1.68M +71,734 +6%
SSWG
24
Seven Springs Wealth Group
Tennessee
$26.9M +$4.09M +174,424 +18%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$26.8M +$687K +29,301 +3%
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