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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Rialto Wealth Management
New York
$2.51M +$1.31M +55,594 +108%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.48M +$381K +16,113 +18%
PIM
28
Penobscot Investment Management
Massachusetts
$1.68M +$1.19M +50,460 +237%
KPWS
29
Kestra Private Wealth Services
Texas
$1.65M +$341K +14,434 +26%
Jane Street
30
Jane Street
New York
$1.61M +$1.62M +68,579 New
BlackRock
31
BlackRock
New York
$1.58M +$398K +16,860 +33%
UBS Group
32
UBS Group
Switzerland
$1.39M +$16K +679 +1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$1.35M -$48.1K -2,037 -3%
Lido Advisors
34
Lido Advisors
California
$1.11M -$110K -4,661 -9%
FAL
35
Focused Alpha LLC
Colorado
$974K +$31.6K +1,339 +3%
WI
36
WrapManager Inc
California
$819K +$24 +1 +0%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$799K +$137K +5,805 +21%
R
38
Rebalance
California
$798K -$300K -12,678 -27%
HBT
39
Heartland Bank & Trust
Illinois
$721K +$91.9K +3,890 +15%
Citadel Advisors
40
Citadel Advisors
Florida
$704K +$709K +30,015 New
Osaic Holdings
41
Osaic Holdings
Arizona
$622K -$37.7K -1,594 -6%
Cerity Partners
42
Cerity Partners
New York
$572K +$576K +24,367 New
GPA
43
Guidance Point Advisors
Massachusetts
$568K +$152K +6,427 +36%
SL
44
Sentinus LLC
Illinois
$565K +$124K +5,269 +28%
Stifel Financial
45
Stifel Financial
Missouri
$561K +$267K +11,292 +89%
KCA
46
Kastel Capital Advisors
Massachusetts
$558K
GVAG
47
Great Valley Advisor Group
Delaware
$540K +$66.7K +2,825 +14%
HSG
48
Helen Stephens Group
Texas
$506K +$50.6K +2,141 +11%
KFAA
49
Klaas Financial Asset Advisors
Illinois
$501K +$15.8K +670 +3%
HNW
50
High Note Wealth
Minnesota
$500K +$361K +15,283 +253%