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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Sightline Wealth Advisors
Connecticut
$1.39M -$169K -7,506 -11%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.3M +$34.4K +1,531 +3%
BFS
28
BridgePort Financial Solutions
Iowa
$1.28M -$107K -4,749 -8%
PIM
29
Penobscot Investment Management
Massachusetts
$1.24M +$357K +15,900 +41%
IA
30
IFP Advisors
Florida
$1.12M -$38.3K -1,708 -3%
R
31
Rebalance
California
$1.09M +$71.5K +3,184 +7%
WI
32
WrapManager Inc
California
$1M -$140K -6,216 -12%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$983K +$742K +33,025 +310%
AWM
34
AE Wealth Management
Kansas
$952K +$99.3K +4,422 +12%
HL
35
HeadInvest LLC
Maine
$811K -$5.61K -250 -0.7%
BlackRock
36
BlackRock
New York
$798K -$831 -37 -0.1%
JP Morgan Chase
37
JP Morgan Chase
New York
$772K +$724K +32,245 +1,547%
HBT
38
Heartland Bank & Trust
Illinois
$712K +$155K +6,888 +28%
TWP
39
Tempus Wealth Planning
California
$693K +$491K +21,867 +244%
APW
40
Austin Private Wealth
Texas
$681K +$156K +6,928 +30%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$670K +$669K +29,802 New
TFS
42
Thoroughbred Financial Services
Tennessee
$637K -$147K -6,555 -19%
UBS Group
43
UBS Group
Switzerland
$603K -$28.6K -1,274 -5%
SWP
44
Stratos Wealth Partners
Ohio
$584K +$29K +1,290 +5%
GRP
45
Global Retirement Partners
California
$564K +$78.8K +3,511 +16%
LPFG
46
Landing Point Financial Group
Ohio
$527K +$25.6K +1,142 +5%
RWM
47
Rialto Wealth Management
New York
$526K +$322K +14,339 +159%
CPRC
48
Consolidated Portfolio Review Corp
New York
$522K +$31.9K +1,423 +7%
PA
49
Parallel Advisors
California
$518K +$181K +8,050 +54%
PAG
50
Private Advisor Group
New Jersey
$487K +$55.8K +2,486 +13%