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iShares iBonds 2026 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$48.6M -$21.4M -921,156 -31%
Morgan Stanley
2
Morgan Stanley
New York
$47.2M +$6.83M +293,219 +17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$25.3M +$1.19M +51,307 +5%
PAG
4
Private Advisor Group
New Jersey
$23.7M +$2.68M +115,317 +13%
Wells Fargo
5
Wells Fargo
California
$19.9M +$1.14M +48,813 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$807K +34,654 +5%
LIA
7
LBMC Investment Advisors
Tennessee
$17.5M +$7.58M +325,434 +76%
SG
8
Straightline Group
Michigan
$17.1M +$17.1M +734,830 New
RA
9
Ruggaard & Associates
Ohio
$13.6M +$153K +6,590 +1%
CL
10
COWA LLC
Oklahoma
$12.6M +$4.72M +202,821 +59%
LPL Financial
11
LPL Financial
California
$12.6M +$3.03M +130,384 +32%
BWFA
12
Baltimore-Washington Financial Advisors
Maryland
$11.4M +$1.35M +58,085 +13%
Raymond James Financial
13
Raymond James Financial
Florida
$10.5M +$2.56M +110,008 +32%
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$10.2M +$2.01M +86,288 +25%
KTM
15
Keeler Thomas Management
Utah
$8.35M +$8.37M +359,756 New
HighTower Advisors
16
HighTower Advisors
Illinois
$7.92M +$110K +4,721 +1%
AF
17
Arrow Financial
New York
$7.78M +$6.06M +260,419 +350%
LFS
18
Littlejohn Financial Services
Oregon
$7.23M -$84.7K -3,638 -1%
Goldman Sachs
19
Goldman Sachs
New York
$6.93M +$6.94M +298,348 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$6.78M +$5.15M +221,355 +313%
SIA
21
Summit Investment Advisors
Maryland
$6.72M +$271K +11,621 +4%
MA
22
Mutual Advisors
Nebraska
$6.11M +$905K +38,899 +17%
UBS Group
23
UBS Group
Switzerland
$5.99M +$3.66M +157,325 +156%
GI
24
GAMMA Investing
California
$5.79M +$976K +41,938 +20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.74M +$130K +5,583 +2%