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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
51
Klaas Financial Asset Advisors
Illinois
$479K -$54.8K -2,440 -10%
FCH
52
Freestone Capital Holdings
Washington
$453K +$452K +20,121 New
BCM
53
Boreal Capital Management
Florida
$369K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$354K +$353K +15,730 New
CFG
55
Carr Financial Group
Massachusetts
$353K +$353K +15,716 New
Baird Financial Group
56
Baird Financial Group
Wisconsin
$349K +$24.4K +1,087 +8%
SIA
57
SkyView Investment Advisors
New Jersey
$345K +$344K +15,321 New
HSG
58
Helen Stephens Group
Texas
$344K +$344K +15,317 New
OCM
59
Orion Capital Management
California
$315K +$67.4K +3,000 +27%
TC
60
TFR Capital
Texas
$309K +$59.5K +2,648 +24%
BSSFA
61
Baron Silver Stevens Financial Advisors
Florida
$302K +$15K +667 +5%
Stifel Financial
62
Stifel Financial
Missouri
$277K +$1.44K +64 +0.5%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$276K +$7.84K +349 +3%
LFS
64
Littlejohn Financial Services
Oregon
$275K
WCM
65
Windsor Capital Management
Arizona
$273K +$1.91K +85 +0.7%
OMC
66
Old Mission Capital
Illinois
$263K -$121K -5,374 -32%
T
67
Tableaux
Massachusetts
$262K +$15.2K +679 +6%
GPA
68
Guidance Point Advisors
Massachusetts
$252K +$252K +11,218 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$243K
ATPW
70
Ashton Thomas Private Wealth
Arizona
$233K +$232K +10,349 New
QCM
71
Quantinno Capital Management
New York
$233K +$232K +10,349 New
CF
72
Cyr Financial
Illinois
$232K +$232K +10,334 New
BAM
73
Belpointe Asset Management
Nevada
$230K +$230K +10,224 New
Citadel Advisors
74
Citadel Advisors
Florida
$213K +$213K +9,477 New
MAS
75
Madden Advisory Services
Florida
$207K +$207K +9,215 New