We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
126
AssuredPartners Investment Advisors
Florida
$2.23M +$2.26M +102,378 New
SWM
127
Segment Wealth Management
Texas
$2.23M +$330K +14,945 +17%
GWCM
128
Godshalk Welsh Capital Management
Pennsylvania
$2.08M +$739K +33,500 +54%
MWM
129
Meridian Wealth Management
Kentucky
$2.08M +$86.7K +3,931 +4%
LFASL
130
Lugano Financial Advisors SA (LFA)
Switzerland
$2.05M +$148K +6,731 +8%
MFG
131
Merit Financial Group
Georgia
$2.04M +$636K +28,838 +45%
SG
132
Strid Group
Pennsylvania
$2.01M +$2.02M +91,692 New
MMA
133
Miracle Mile Advisors
California
$2M +$716K +32,469 +55%
WI
134
WrapManager Inc
California
$1.96M +$39.9K +1,809 +2%
RCA
135
Resonant Capital Advisors
Wisconsin
$1.94M +$151K +6,858 +8%
1L
136
10Elms LLP
Oklahoma
$1.94M +$1.34M +60,784 +220%
CWM
137
Cabot Wealth Management
Massachusetts
$1.91M +$255K +11,583 +15%
WA
138
Wealthstar Advisors
Texas
$1.84M +$53K +2,404 +3%
CBT
139
Crews Bank & Trust
Florida
$1.76M +$89.4K +4,055 +5%
BFG
140
Beacon Financial Group
Texas
$1.76M +$19.7K +895 +1%
BI
141
Breachway Investments
Rhode Island
$1.74M +$18.7K +850 +1%
CCM
142
Coldstream Capital Management
Washington
$1.7M +$16.2K +736 +1%
CTWM
143
Cherry Tree Wealth Management
Minnesota
$1.63M +$41K +1,860 +3%
SCG
144
Sonata Capital Group
Washington
$1.5M +$283K +12,833 +23%
NA
145
Nestegg Advisors
New York
$1.5M -$3.14M -142,546 -68%
CTA
146
Chesley Taft & Associates
Illinois
$1.49M – – –
PAG
147
Private Advisor Group
New Jersey
$1.49M +$138K +6,279 +10%
OE
148
OFS Enterprise
Nebraska
$1.44M +$1.45M +65,985 New
HAC
149
Harbor Advisory Corp
New Hampshire
$1.38M +$356K +16,163 +34%
MIH
150
Meitav Investment House
Israel
$1.38M +$297K +13,460 +27%
4 5
6
7 8