We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$210M +$11.9M +546,774 +6%
ACA
2
Aptus Capital Advisors
Alabama
$134M +$2.37M +108,447 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$133M +$15.4M +707,670 +13%
Morgan Stanley
4
Morgan Stanley
New York
$97.5M -$5.75M -263,790 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$95.4M +$1.54M +70,545 +2%
CIA
6
Capital Investment Advisors
Georgia
$93M +$4.19M +191,892 +5%
CAI
7
Capital Advisors Inc
Oklahoma
$70.9M +$831K +38,072 +1%
UBS Group
8
UBS Group
Switzerland
$66M +$19.8M +909,716 +43%
Wells Fargo
9
Wells Fargo
California
$65.8M +$1.93M +88,578 +3%
HPC
10
HM Payson & Co
Maine
$59.4M +$5.94M +272,104 +11%
HighTower Advisors
11
HighTower Advisors
Illinois
$54.7M +$3.35M +153,492 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$54.6M -$165K -7,549 -0.3%
SVWAG
13
Sound View Wealth Advisors Group
Georgia
$41M +$2.92M +133,680 +8%
KA
14
Klingman & Associates
New York
$37.4M +$1.42M +65,214 +4%
SIC
15
Sigma Investment Counselors
Michigan
$36.2M +$377K +17,279 +1%
GWA
16
Gratus Wealth Advisors
Virginia
$35.8M +$906K +41,511 +3%
Lido Advisors
17
Lido Advisors
California
$34.9M -$8.3M -380,259 -19%
SF
18
Summit Financial
New Jersey
$33.6M -$1.51M -69,165 -4%
LPL Financial
19
LPL Financial
California
$32.6M +$9.96M +456,433 +44%
KCM
20
Kathmere Capital Management
Pennsylvania
$29.4M -$3.33M -152,512 -10%
RW
21
RVW Wealth
California
$28.5M +$2.25M +103,166 +9%
VVP
22
Venture Visionary Partners
Ohio
$27.8M +$2.3M +105,601 +9%
NA
23
NewEdge Advisors
Louisiana
$26.6M +$1.54M +70,438 +6%
WIC
24
Woodmont Investment Counsel
Tennessee
$26.3M +$3.12M +143,107 +13%
US Bancorp
25
US Bancorp
Minnesota
$26.1M +$689K +31,591 +3%