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
CTWM
101
Cherry Tree Wealth Management
Minnesota
$1.24M +$133K +6,146 +12%
Invesco
102
Invesco
Georgia
$1.2M -$4.99M -230,569 -80%
CTA
103
Chesley Taft & Associates
Illinois
$1.13M +$294K +13,600 +34%
MWM
104
Meridian Wealth Management
Kentucky
$1.13M +$419K +19,387 +58%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$224K +10,377 +25%
LHC
106
Little House Capital
Massachusetts
$1.11M -$88.8K -4,106 -7%
RW
107
REDW Wealth
New Mexico
$1.07M -$563K -26,051 -34%
VA
108
Valmark Advisers
Ohio
$1.06M +$1.08M +49,853 New
NC
109
NovaPoint Capital
Georgia
$1.03M +$60K +2,775 +6%
PIM
110
Penobscot Investment Management
Massachusetts
$993K +$349K +16,150 +53%
BFG
111
Beacon Financial Group
Texas
$980K +$207K +9,579 +26%
CWM
112
Centricity Wealth Management
Ohio
$955K +$967K +44,710 New
FNB
113
Farmers National Bank
Kentucky
$915K +$926K +42,845 New
LWL
114
Leo Wealth LLC
Texas
$915K +$675K +31,228 +269%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$910K +$61.8K +2,860 +7%
MBT
116
Montecito Bank & Trust
California
$868K +$81.6K +3,774 +10%
SWP
117
Stratos Wealth Partners
Ohio
$854K +$96.2K +4,450 +13%
LF
118
LifePlan Financial
Minnesota
$848K +$859K +39,714 New
PAG
119
Private Advisor Group
New Jersey
$833K +$25.5K +1,181 +3%
MFG
120
Mendota Financial Group
Wisconsin
$789K -$179K -8,293 -18%
FBB
121
Fulton Breakefield Broenniman
Maryland
$782K +$311K +14,368 +65%
OC
122
Oppenheimer & Co
New York
$746K +$519K +24,020 +220%
MA
123
MONECO Advisors
Connecticut
$711K +$17.3K +802 +2%
BONH
124
Bank of New Hampshire
New Hampshire
$696K +$408K +18,875 +137%
GHA
125
Granite Harbor Advisors
Texas
$669K +$111K +5,147 +20%