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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$442K +$39.9K +1,515 +10%
LIA
77
LBMC Investment Advisors
Tennessee
$380K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$370K +$179K +6,782 +91%
GMFG
79
Greater Midwest Financial Group
Minnesota
$362K -$29K -1,102 -7%
GT
80
Glenview Trust
Kentucky
$355K +$26.3K +1,000 +8%
XF
81
XML Financial
Maryland
$351K +$127K +4,811 +56%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$343K +$6.88K +261 +2%
QFA
83
Quantum Financial Advisors
California
$320K -$1.13M -43,053 -78%
CFO
84
CVA Family Office
Colorado
$311K +$247K +9,385 +366%
KHC
85
Koesten Hirschmann & Crabtree
Kansas
$301K +$13.8K +525 +5%
UCFA
86
United Capital Financial Advisors
Texas
$291K +$51.4K +1,949 +21%
SIM
87
Seaview Investment Managers
Florida
$287K +$69.3K +2,632 +31%
GVAG
88
Great Valley Advisor Group
Delaware
$280K +$2.21K +84 +0.8%
MML Investors Services
89
MML Investors Services
Massachusetts
$273K -$31.3K -1,189 -10%
KTM
90
Keeler Thomas Management
Utah
$267K -$1.12M -42,689 -81%
SIAP
91
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$264K
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$262K +$265K +10,062 New
RFN
93
Redwood Financial Network
Ohio
$248K +$250K +9,500 New
Bessemer Group
94
Bessemer Group
New Jersey
$238K +$241K +9,138 New
WMWM
95
Wilkins Miller Wealth Management
Alabama
$237K -$2.03K -77 -0.8%
Truist Financial
96
Truist Financial
North Carolina
$236K +$11.6K +442 +5%
MA
97
Mutual Advisors
Nebraska
$219K +$711 +27 +0.3%
RBC
98
Romano Brothers & Co
Illinois
$216K +$219K +8,299 New
AA
99
Addison Advisors
Vermont
$212K +$15.2K +575 +8%
BAM
100
Belpointe Asset Management
Nevada
$207K +$209K +7,951 New