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iShares iBonds 2026 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
101
Livet Wealth
Utah
$577K +$180K +7,800 +45%
SWP
102
Summit Wealth Partners
Florida
$567K -$36.1K -1,566 -6%
MF
103
Montis Financial
Massachusetts
$567K -$165K -7,148 -22%
MFG
104
Magnus Financial Group
New York
$543K +$544K +23,644 New
Cerity Partners
105
Cerity Partners
New York
$534K +$535K +23,252 New
SPIA
106
Steward Partners Investment Advisory
New York
$523K -$2.51K -109 -0.5%
RSWM
107
Robertson Stephens Wealth Management
California
$496K -$42.9K -1,861 -8%
MA
108
MCF Advisors
Kentucky
$491K +$1.2K +52 +0.2%
OAM
109
Occidental Asset Management
California
$483K +$60K +2,605 +14%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$481K +$104K +4,528 +28%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$474K +$98K +4,256 +26%
FFA
112
Farther Finance Advisors
California
$463K +$126K +5,486 +37%
RSEWM
113
River's Edge Wealth Management
Pennsylvania
$459K +$1.04K +45 +0.2%
Stifel Financial
114
Stifel Financial
Missouri
$435K +$25.5K +1,108 +6%
AWM
115
Aprio Wealth Management
Georgia
$429K -$99.9K -4,339 -19%
AIA
116
AssuredPartners Investment Advisors
Florida
$413K +$416K +18,070 New
EIP
117
Ellis Investment Partners
Pennsylvania
$400K +$401K +17,425 New
FCH
118
Freestone Capital Holdings
Washington
$395K -$129K -5,617 -25%
FFN
119
Focus Financial Network
Minnesota
$392K
BPA
120
Beacon Pointe Advisors
California
$391K -$70K -3,039 -15%
PS
121
Principal Securities
Iowa
$382K -$20.4K -884 -5%
KCA
122
Kastel Capital Advisors
Massachusetts
$377K
SAM
123
Summit Asset Management
Tennessee
$365K +$366K +15,896 New
FTUS
124
Flow Traders U.S.
New York
$361K +$131K +5,703 +57%
SWM
125
Stockman Wealth Management
Montana
$352K