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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.18M +$311K +13,095 +36%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.15M +$41.2K +1,739 +4%
UBS Group
28
UBS Group
Switzerland
$1.11M +$15.1K +638 +1%
IA
29
IFP Advisors
Florida
$1.04M -$47.8K -2,014 -4%
WI
30
WrapManager Inc
California
$1.01M -$150K -6,328 -13%
BlackRock
31
BlackRock
New York
$805K
HL
32
HeadInvest LLC
Maine
$676K
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$671K +$667K +28,115 New
HBT
34
Heartland Bank & Trust
Illinois
$609K +$108K +4,549 +22%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$604K +$326K +13,762 +119%
APW
36
Austin Private Wealth
Texas
$548K +$147K +6,197 +37%
SW
37
Simplicity Wealth
New Jersey
$493K +$490K +20,664 New
FCH
38
Freestone Capital Holdings
Washington
$455K +$452K +19,063 New
SL
39
Sentinus LLC
Illinois
$448K
SNWA
40
Siligmueller & Norvid Wealth Advisors
Illinois
$448K +$446K +18,792 New
BPA
41
Beacon Pointe Advisors
California
$432K -$54.8K -2,312 -11%
Osaic Holdings
42
Osaic Holdings
Arizona
$358K +$118K +4,973 +49%
HSG
43
Helen Stephens Group
Texas
$347K +$345K +14,559 New
OCM
44
Orion Capital Management
California
$334K +$71.2K +3,000 +27%
CF
45
Cyr Financial
Illinois
$316K +$84.6K +3,568 +37%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$290K +$288K +12,157 New
BCM
47
Boreal Capital Management
Florida
$289K
GPA
48
Guidance Point Advisors
Massachusetts
$285K +$57.7K +2,433 +26%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$280K +$7.02K +296 +3%
RWP
50
Reliant Wealth Planning
Kentucky
$271K