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iShares iBonds 2026 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$87K -$49K -2,103 -36%
BTI
127
Blue Trust Inc
Georgia
$72.8K +$54.7K +2,348 +298%
PA
128
PSI Advisors
Florida
$60.5K – – –
PTC
129
Private Trust Company
Ohio
$49.9K +$50K +2,150 New
ACA
130
Aptus Capital Advisors
Alabama
$30.3K +$7.08K +304 +30%
CCM
131
Coldstream Capital Management
Washington
$25.5K +$25.6K +1,100 New
HI
132
Harbour Investments
Wisconsin
$12.4K – – –
VWA
133
VSM Wealth Advisory
Maryland
$8.92K – – –
JP Morgan Chase
134
JP Morgan Chase
New York
$6.97K -$493K -21,192 -99%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$2.28K +$2.28K +98 New
MFT
136
Moisand Fitzgerald Tamayo
Florida
$24 – – –
SIM
137
Seaview Investment Managers
Florida
– -$742K -32,058 Closed
SPC
138
Sigma Planning Corp
Michigan
– -$544K -23,518 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
– -$439K -18,978 Closed
SMAM
140
Sugar Maple Asset Management
Wisconsin
– -$256K -11,055 Closed
DAS
141
Diversify Advisory Services
Utah
– -$239K -10,320 Closed
DP
142
Denver PWM
Colorado
– -$29.2K -1,260 Closed
VHAM
143
Van Hulzen Asset Management
California
– -$21.6K -935 Closed
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
– -$12.1K -523 Closed
WT
145
Whittier Trust
California
– -$6.8K -294 Closed