We are live on ! Find out more
IBDZ

iShares iBonds Dec 2034 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$59.3M +$6.69M +252,770 +13%
SF
2
Summit Financial
New Jersey
$43.7M +$30M +1,135,243 +217%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M +$10.6M +402,299 +45%
SL
4
Summitry LLC
California
$33.3M +$747K +28,240 +2%
Bank of America
5
Bank of America
North Carolina
$28.1M +$7.78M +293,840 +38%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.7M +$251K +9,474 +1%
SIC
7
Sigma Investment Counselors
Michigan
$17.2M +$16.7M +632,678 +2,983%
MCM
8
MV Capital Management
Maryland
$14.7M +$457K +17,283 +3%
MLA
9
MB, Levis & Associates
Pennsylvania
$13.3M +$161K +6,094 +1%
PPWM
10
PFG Private Wealth Management
Florida
$12.8M +$12.9M +486,439 New
MFWM
11
Motley Fool Wealth Management
Virginia
$12M +$12.1M +455,702 New
AF
12
Arrow Financial
New York
$10.6M +$3M +113,245 +39%
UBS Group
13
UBS Group
Switzerland
$9.47M +$928K +35,061 +11%
PWM
14
Parkway Wealth Management
Texas
$9.11M +$9.14M +345,452 New
HighTower Advisors
15
HighTower Advisors
Illinois
$8.87M +$2.1M +79,488 +31%
US Bancorp
16
US Bancorp
Minnesota
$8.18M +$1.7M +64,221 +26%
SHA
17
Seneca House Advisors
Virginia
$7.52M +$6.59M +249,127 +689%
GPA
18
Guidance Point Advisors
Massachusetts
$6.8M +$512K +19,357 +8%
Raymond James Financial
19
Raymond James Financial
Florida
$6.04M +$2.28M +86,229 +60%
KAS
20
Kestra Advisory Services
Texas
$5.82M +$1.47M +55,487 +34%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.78M +$5.8M +219,064 New
PSIWM
22
Paradigm Strategies in Wealth Management
Minnesota
$5.72M -$29.2K -1,102 -0.5%
Lido Advisors
23
Lido Advisors
California
$5.56M +$163K +6,163 +3%
KF
24
Krilogy Financial
Missouri
$5.27M +$89.3K +3,375 +2%
PA
25
Parallel Advisors
California
$5.27M +$587K +22,192 +12%