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
$180M +$57.3M +2,591,744 +47%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$137M +$51.6M +2,332,189 +60%
ACA
3
Aptus Capital Advisors
Alabama
$131M +$6.81M +307,755 +5%
CIA
4
Capital Investment Advisors
Georgia
$86.4M +$5.08M +229,566 +6%
Morgan Stanley
5
Morgan Stanley
New York
$78.8M +$14.7M +663,076 +23%
Raymond James Financial
6
Raymond James Financial
Florida
$78.3M +$24M +1,084,298 +44%
Wells Fargo
7
Wells Fargo
California
$66.9M +$4.1M +185,638 +7%
CAI
8
Capital Advisors Inc
Oklahoma
$66.8M +$1.84M +83,039 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.7M +$5.77M +260,987 +13%
HighTower Advisors
10
HighTower Advisors
Illinois
$50.6M +$3.23M +146,128 +7%
UBS Group
11
UBS Group
Switzerland
$41.3M +$10.5M +474,845 +34%
HPC
12
HM Payson & Co
Maine
$36.5M +$34.9M +1,580,200 +2,173%
SIC
13
Sigma Investment Counselors
Michigan
$35.8M -$212K -9,579 -0.6%
SF
14
Summit Financial
New Jersey
$34.8M +$488K +22,072 +1%
KA
15
Klingman & Associates
New York
$34.6M +$2.96M +133,773 +9%
GWA
16
Gratus Wealth Advisors
Virginia
$32.7M +$32.8M +1,482,987 New
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$32.6M +$10.9M +491,085 +50%
KCM
18
Kathmere Capital Management
Pennsylvania
$30.4M +$30.4M +1,376,104 New
NA
19
NewEdge Advisors
Louisiana
$25M +$4.1M +185,274 +20%
AWM
20
Apollon Wealth Management
South Carolina
$24.9M +$1.54M +69,510 +7%
US Bancorp
21
US Bancorp
Minnesota
$24.7M +$438K +19,818 +2%
RW
22
RVW Wealth
California
$24.6M +$24.6M +1,113,152 New
Stifel Financial
23
Stifel Financial
Missouri
$21.1M +$1.81M +81,765 +9%
WIC
24
Woodmont Investment Counsel
Tennessee
$21.1M +$3.5M +158,362 +20%
ACM
25
Advisors Capital Management
New Jersey
$20.9M +$1.15M +52,083 +6%