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iShares iBonds 2026 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MONECO Advisors
Connecticut
$319K
OCM
127
Orion Capital Management
California
$317K
MFA
128
Mayflower Financial Advisors
Massachusetts
$317K
WA
129
Waverly Advisors
Alabama
$315K +$17.3K +760 +6%
HCM
130
Howland Capital Management
Massachusetts
$311K
SWM
131
Spire Wealth Management
Virginia
$311K +$10.9K +477 +4%
RSWM
132
Robertson Stephens Wealth Management
California
$306K -$185K -8,128 -38%
AWE
133
Avidian Wealth Enterprises
Texas
$304K +$1.32K +58 +0.4%
BWM
134
Bullock Wealth Management
Indiana
$294K +$296K +13,028 New
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$291K
EH
136
Equitable Holdings
New York
$283K +$284K +12,479 New
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$261K +$8.4K +369 +3%
PFS
138
Prospera Financial Services
Texas
$258K +$23.3K +1,024 +10%
EIA
139
Eldridge Investment Advisors
New Hampshire
$252K -$4.96K -218 -2%
AWMI
140
Aegis Wealth Management (Iowa)
Iowa
$251K +$22.8K +1,002 +10%
GRP
141
Global Retirement Partners
California
$251K +$252K +11,067 New
CFD
142
Creative Financial Designs
Indiana
$249K +$1.23K +54 +0.5%
APCM
143
Alaska Permanent Capital Management
Alaska
$244K +$3.57K +157 +1%
PNFS
144
PW Nova Financial Services
Pennsylvania
$238K +$239K +10,500 New
T
145
Tableaux
Massachusetts
$228K -$47K -2,066 -17%
LFAS
146
Level Four Advisory Services
Texas
$224K +$523 +23 +0.2%
FCH
147
Freestone Capital Holdings
Washington
$221K -$170K -7,480 -43%
AWA
148
Alaska Wealth Advisors
Alaska
$207K +$3.03K +133 +1%
PFA
149
Pure Financial Advisors
California
$207K -$9.9K -435 -5%
SG
150
StoneX Group
New York
$206K +$206K +9,046 New