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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.59M +$4.93M +227,821 +112%
CFS
2
Commonwealth Financial Services
West Virginia
$6.47M +$2.31M +106,539 +58%
Bank of America
3
Bank of America
North Carolina
$2.39M +$1.31M +60,372 +128%
NA
4
NewEdge Advisors
Louisiana
$1.84M -$1.19K -55 -0.1%
FTUS
5
Flow Traders U.S.
New York
$1.6M +$1.56M +72,137 New
RSWM
6
Robertson Stephens Wealth Management
California
$1.52M +$210K +9,710 +17%
SPWM
7
Straight Path Wealth Management
Michigan
$1.11M +$625K +28,878 +138%
IA
8
IFP Advisors
Florida
$1.09M +$112K +5,179 +12%
TFS
9
Thoroughbred Financial Services
Tennessee
$1.02M +$31.6K +1,458 +3%
Morgan Stanley
10
Morgan Stanley
New York
$945K +$642K +29,653 +230%
Lido Advisors
11
Lido Advisors
California
$940K +$916K +42,338 New
RJA
12
Raymond James & Associates
Florida
$787K +$767K +35,427 New
WI
13
WrapManager Inc
California
$620K +$81.6K +3,772 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$542K +$519K +23,960 +5,990%
IWC
15
Integrated Wealth Concepts
Massachusetts
$530K +$34.4K +1,590 +7%
IF
16
Ironwood Financial
Arizona
$493K +$53.8K +2,485 +13%
LPL Financial
17
LPL Financial
California
$475K +$227K +10,486 +96%
Osaic Holdings
18
Osaic Holdings
Arizona
$409K +$278K +12,865 +232%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$391K +$381K +17,600 New
CA
20
Cetera Advisors
Colorado
$380K +$53.8K +2,486 +17%
Wells Fargo
21
Wells Fargo
California
$375K +$56.5K +2,609 +18%
SWA
22
Sightline Wealth Advisors
Connecticut
$329K +$320K +14,794 New
GRP
23
Global Retirement Partners
California
$324K -$344K -15,875 -52%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$233K +$227K +10,471 New
BFA
25
BBJS Financial Advisors
Washington
$229K +$152 +7 +0.1%
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