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
CIA
1
Capital Investment Advisors
Georgia
$41.4M +$3.37M +163,054 +9%
Bank of America
2
Bank of America
North Carolina
$39.6M +$5.02M +242,842 +15%
UBS Group
3
UBS Group
Switzerland
$36.2M +$24.5M +1,186,635 +245%
SL
4
Summitry LLC
California
$31.9M +$30.4M +1,472,466 New
Morgan Stanley
5
Morgan Stanley
New York
$30.2M +$11.2M +541,710 +64%
GA
6
Gateway Advisory
New Jersey
$29.1M +$10.9M +527,151 +64%
ACA
7
Aptus Capital Advisors
Alabama
$26.8M -$151K -7,311 -0.6%
US Bancorp
8
US Bancorp
Minnesota
$24M +$12.8M +619,312 +127%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$22.2M +$16.1M +776,668 +313%
SIC
10
Sigma Investment Counselors
Michigan
$19.3M +$2.42M +116,937 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.6M +$912K +44,118 +5%
KA
12
Klingman & Associates
New York
$14.1M +$6.19M +299,601 +85%
AF
13
Arrow Financial
New York
$12.9M +$1.11M +53,567 +10%
VVP
14
Venture Visionary Partners
Ohio
$12M +$2.47M +119,536 +27%
MLA
15
MB, Levis & Associates
Pennsylvania
$11.8M +$561K +27,124 +5%
BMM
16
Buffington Mohr McNeal
Idaho
$11.4M +$6.05M +292,698 +125%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$10.4M +$437K +21,155 +5%
Ameriprise
18
Ameriprise
Minnesota
$8.92M -$3.78M -182,966 -31%
MCM
19
MV Capital Management
Maryland
$8.45M +$163K +7,865 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.94M +$1.21M +58,675 +19%
Wells Fargo
21
Wells Fargo
California
$7.55M +$4.33M +209,304 +150%
PPWM
22
PFG Private Wealth Management
Florida
$7.34M +$2.11M +101,843 +43%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$7.29M +$6.96M +336,729 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.95M +$237K +11,463 +4%
KTM
25
Keeler Thomas Management
Utah
$5.78M +$11.6K +562 +0.2%