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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$623K +$90.2K +4,100 +17%
MHIC
27
Marble Harbor Investment Counsel
Massachusetts
$617K +$352K +16,000 +133%
IF
28
Ironwood Financial
Arizona
$587K +$67.8K +3,081 +13%
KPWS
29
Kestra Private Wealth Services
Texas
$529K +$528K +24,021 New
SWA
30
Sightline Wealth Advisors
Connecticut
$524K +$190K +8,635 +57%
APW
31
Austin Private Wealth
Texas
$378K +$85.7K +3,895 +29%
GRP
32
Global Retirement Partners
California
$368K +$47.2K +2,144 +15%
JP Morgan Chase
33
JP Morgan Chase
New York
$358K +$358K +16,257 New
CPRC
34
Consolidated Portfolio Review Corp
New York
$334K +$54.9K +2,495 +20%
MA
35
Mutual Advisors
Nebraska
$326K +$41.4K +1,881 +15%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$231K – – –
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$217K +$217K +9,864 New
BFA
38
BBJS Financial Advisors
Washington
$217K -$10.9K -494 -5%
AWM
39
AE Wealth Management
Kansas
$212K +$212K +9,630 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$34.8K – – –
PS
42
Principal Securities
Iowa
$19.9K – – –
MFT
43
Moisand Fitzgerald Tamayo
Florida
$17.6K – – –
IAIM
44
International Assets Investment Management
Florida
$15.5K +$15.5K +705 New
UBS Group
45
UBS Group
Switzerland
$6.17K +$6.16K +280 New
CTWM
46
Cherry Tree Wealth Management
Minnesota
$4.96K – – –
FTUS
47
Flow Traders U.S.
New York
– -$1.43M -64,318 Closed
PI
48
PFG Investments
New York
– -$282K -12,658 Closed
LNC
49
Lincoln National Corp
Pennsylvania
– -$226K -10,173 Closed
SWP
50
Summit Wealth Partners
Florida
– -$202K -9,093 Closed
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