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iShares iBonds 2026 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$268K +$131K +5,635 +97%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$262K +$6.51K +280 +3%
1L
128
10Elms LLP
Oklahoma
$258K +$9.3K +400 +4%
CFD
129
Creative Financial Designs
Indiana
$253K +$122K +5,240 +94%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$253K – – –
SPC
131
Sigma Planning Corp
Michigan
$252K +$251K +10,791 New
Creative Planning
132
Creative Planning
Kansas
$246K -$48.2K -2,074 -16%
APCM
133
Alaska Permanent Capital Management
Alaska
$240K +$4K +172 +2%
BWM
134
Bullock Wealth Management
Indiana
$232K +$25.1K +1,081 +12%
CF
135
Cyr Financial
Illinois
$231K +$229K +9,858 New
BCM
136
Boreal Capital Management
Florida
$229K – – –
NEPWA
137
New England Private Wealth Advisors
Massachusetts
$225K +$2.51K +108 +1%
MAG
138
M3 Advisory Group
Massachusetts
$218K +$465 +20 +0.2%
PFS
139
Prospera Financial Services
Texas
$212K – – –
AWA
140
Alaska Wealth Advisors
Alaska
$204K +$203K +8,737 New
CTWM
141
Cherry Tree Wealth Management
Minnesota
$178K – – –
GI
142
GAMMA Investing
California
$157K -$992K -42,667 -86%
ASN
143
Advisory Services Network
Georgia
$135K +$134K +5,754 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$119K +$119K +5,100 New
Comerica Bank
145
Comerica Bank
Texas
$112K – – –
SWM
146
Spire Wealth Management
Virginia
$92.8K +$256 +11 +0.3%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$83K – – –
BTI
148
Blue Trust Inc
Georgia
$74K +$326 +14 +0.4%
NSIM
149
North Star Investment Management
Illinois
$70.2K +$23.3K +1,000 +50%
PTC
150
Private Trust Company
Ohio
$54.9K – – –