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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
$9.43M -$55.3K -2,513 -0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.3M +$7.29M +331,608 New
CFS
3
Commonwealth Financial Services
West Virginia
$7.14M +$737K +33,511 +12%
LPL Financial
4
LPL Financial
California
$5.72M +$3.29M +149,778 +137%
LIA
5
LBMC Investment Advisors
Tennessee
$4.3M +$1.89M +85,952 +79%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.57M +$3.11M +141,511 +690%
Bank of America
7
Bank of America
North Carolina
$2.6M -$213K -9,675 -8%
Morgan Stanley
8
Morgan Stanley
New York
$2.36M +$348K +15,809 +17%
Lido Advisors
9
Lido Advisors
California
$1.72M +$528K +24,009 +44%
Jane Street
10
Jane Street
New York
$1.68M +$990K +45,023 +144%
SPWM
11
Straight Path Wealth Management
Michigan
$1.44M +$191K +8,694 +15%
IA
12
IFP Advisors
Florida
$1.41M +$156K +7,093 +12%
NA
13
NewEdge Advisors
Louisiana
$1.31M -$496K -22,536 -28%
RSWM
14
Robertson Stephens Wealth Management
California
$1.15M -$566K -25,742 -33%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1M +$84.4K +3,835 +9%
TFS
16
Thoroughbred Financial Services
Tennessee
$971K +$44K +2,000 +5%
KF
17
Krilogy Financial
Missouri
$945K +$944K +42,914 New
RJA
18
Raymond James & Associates
Florida
$876K +$78.9K +3,585 +10%
WI
19
WrapManager Inc
California
$866K +$86.8K +3,945 +11%
Wells Fargo
20
Wells Fargo
California
$849K +$260K +11,826 +44%
Osaic Holdings
21
Osaic Holdings
Arizona
$818K +$226K +10,267 +38%
GI
22
GAMMA Investing
California
$728K +$181K +8,244 +33%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$717K +$151K +6,843 +27%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$715K +$177K +8,039 +33%
MAG
25
M3 Advisory Group
Massachusetts
$638K +$13.4K +610 +2%
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