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iShares iBonds 2026 Term High Yield and Income ETF
IBHF

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
26
Straight Path Wealth Management
Michigan
$1.2M +$365K +16,187 +45%
SWP
27
Summit Wealth Partners
Florida
$981K +$91.7K +4,065 +10%
BPA
28
Beacon Pointe Advisors
California
$869K +$470K +20,845 +122%
IF
29
Ironwood Financial
Arizona
$728K +$188K +8,321 +35%
WI
30
WrapManager Inc
California
$645K +$85.7K +3,801 +16%
SCA
31
Snowden Capital Advisors
New York
$627K +$35.1K +1,554 +6%
IWC
32
Integrated Wealth Concepts
Massachusetts
$590K +$49.6K +2,198 +9%
PFM
33
Phillips Financial Management
Indiana
$573K +$198K +8,768 +54%
Osaic Holdings
34
Osaic Holdings
Arizona
$552K +$241K +10,691 +80%
SWA
35
Sightline Wealth Advisors
Connecticut
$509K +$143K +6,330 +40%
CA
36
Cetera Advisors
Colorado
$469K +$72.1K +3,195 +19%
OMC
37
Old Mission Capital
Illinois
$427K +$421K +18,646 New
CPRC
38
Consolidated Portfolio Review Corp
New York
$321K +$18.4K +817 +6%
AC
39
Adroit Compliance
$315K +$310K +13,728 New
KFAA
40
Klaas Financial Asset Advisors
Illinois
$315K +$310K +13,728 New
SS
41
Sunbelt Securities
Texas
$303K – – –
MAWAG
42
Mid-American Wealth Advisory Group
Missouri
$300K +$295K +13,094 New
RJA
43
Raymond James & Associates
Florida
$291K +$286K +12,691 New
QCIG
44
Quad-Cities Investment Group
Iowa
$250K +$246K +10,914 New
WCM
45
Windsor Capital Management
Arizona
$242K +$238K +10,543 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$241K – – –
KPWS
47
Kestra Private Wealth Services
Texas
$239K +$235K +10,408 New
UBS Group
48
UBS Group
Switzerland
$236K +$46.3K +2,054 +25%
WP
49
WealthSource Partners
California
$230K +$226K +10,020 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$222K +$219K +9,689 New
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