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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
$8.28M -$1.37M -61,479 -14%
LIA
2
LBMC Investment Advisors
Tennessee
$7.85M +$3.39M +152,044 +78%
CFS
3
Commonwealth Financial Services
West Virginia
$7.64M +$356K +15,957 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.55M +$44.4K +1,992 +0.6%
LPL Financial
5
LPL Financial
California
$7.04M +$1.16M +52,121 +20%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$4.76M +$1.08M +48,578 +30%
Bank of America
7
Bank of America
North Carolina
$3.25M +$576K +25,850 +22%
Morgan Stanley
8
Morgan Stanley
New York
$3.09M +$659K +29,596 +28%
GI
9
GAMMA Investing
California
$2.87M +$2.1M +94,091 +285%
Lido Advisors
10
Lido Advisors
California
$2.01M +$240K +10,775 +14%
SPWM
11
Straight Path Wealth Management
Michigan
$1.57M +$83.3K +3,740 +6%
IA
12
IFP Advisors
Florida
$1.51M +$66.3K +2,975 +5%
NA
13
NewEdge Advisors
Louisiana
$1.26M -$82.4K -3,698 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.18M +$440K +19,759 +61%
RJA
15
Raymond James & Associates
Florida
$1.13M +$227K +10,198 +26%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.08M +$341K +15,287 +47%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.06M +$27.9K +1,254 +3%
WI
18
WrapManager Inc
California
$1.03M +$143K +6,413 +16%
RSWM
19
Robertson Stephens Wealth Management
California
$1.01M -$163K -7,310 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$966K +$323K +14,476 +51%
SWA
21
Sightline Wealth Advisors
Connecticut
$939K +$396K +17,767 +75%
IF
22
Ironwood Financial
Arizona
$925K +$318K +14,257 +53%
TFS
23
Thoroughbred Financial Services
Tennessee
$910K -$85.1K -3,819 -9%
Wells Fargo
24
Wells Fargo
California
$809K -$61.6K -2,767 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$767K -$71.4K -3,203 -9%
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