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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$880K -$26.9K -1,218 -3%
HBT
52
Heartland Bank & Trust
Illinois
$865K +$78.2K +3,540 +10%
BFC
53
Bedel Financial Consulting
Indiana
$861K +$203K +9,175 +31%
BW
54
BIP Wealth
Georgia
$822K +$68K +3,078 +9%
BFIM
55
Beese Fulmer Investment Management
Ohio
$817K +$817K +36,999 New
EWA
56
EP Wealth Advisors
California
$816K -$187K -8,452 -19%
R
57
Rebalance
California
$815K +$11.2K +506 +1%
TCCM
58
Timber Creek Capital Management
Massachusetts
$794K +$108K +4,893 +16%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$751K +$197K +8,922 +36%
WI
60
WrapManager Inc
California
$733K -$87.1K -3,945 -11%
GPA
61
Guidance Point Advisors
Massachusetts
$693K +$133K +6,042 +24%
BWM
62
Bullock Wealth Management
Indiana
$672K +$676K +30,606 New
PFM
63
Phillips Financial Management
Indiana
$662K
GVAG
64
Great Valley Advisor Group
Delaware
$597K +$26.3K +1,189 +5%
Cerity Partners
65
Cerity Partners
New York
$597K -$105K -4,773 -15%
KFAA
66
Klaas Financial Asset Advisors
Illinois
$594K +$13.9K +630 +2%
Stifel Financial
67
Stifel Financial
Missouri
$587K +$59.8K +2,709 +11%
BAM
68
Belpointe Asset Management
Nevada
$560K +$253K +11,448 +82%
MAS
69
Madden Advisory Services
Florida
$559K +$22.2K +1,004 +4%
RWM
70
Rialto Wealth Management
New York
$555K -$135K -6,127 -20%
KCA
71
Kastel Capital Advisors
Massachusetts
$550K +$2.36K +107 +0.4%
CAG
72
Csenge Advisory Group
Florida
$543K +$17.1K +774 +3%
TWP
73
Tempus Wealth Planning
California
$538K -$340K -15,398 -39%
GRP
74
Global Retirement Partners
California
$480K +$480K +21,753 New
HIP
75
HUB Investment Partners
Texas
$476K +$476K +21,538 New