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iShares iBonds 2028 Term High Yield and Income ETF
IBHH

Name Holding Trade Value Shares
Change 		Change in
Stake
RSEWM
51
River's Edge Wealth Management
Pennsylvania
$403K +$403K +17,024 New
OMC
52
Old Mission Capital
Illinois
$397K +$189K +7,994 +91%
IA
53
IFP Advisors
Florida
$396K -$637K -26,926 -62%
HGA
54
Hobbs Group Advisors
South Carolina
$383K +$383K +16,192 New
BWM
55
Bullock Wealth Management
Indiana
$372K +$114K +4,830 +44%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$367K +$88.8K +3,750 +32%
OC
57
Oppenheimer & Co
New York
$351K +$351K +14,834 New
OCM
58
Orion Capital Management
California
$331K – – –
Stifel Financial
59
Stifel Financial
Missouri
$299K +$50.3K +2,123 +20%
SWP
60
Stratos Wealth Partners
Ohio
$298K +$298K +12,575 New
BCM
61
Boreal Capital Management
Florida
$286K – – –
EAM
62
Evanson Asset Management
California
$274K +$19.5K +824 +8%
CF
63
Cyr Financial
Illinois
$273K -$40.1K -1,695 -13%
RWP
64
Reliant Wealth Planning
Kentucky
$269K – – –
MAG
65
M3 Advisory Group
Massachusetts
$264K – – –
SWM
66
Spire Wealth Management
Virginia
$256K +$256K +10,798 New
PAG
67
Private Advisor Group
New Jersey
$251K +$2.98K +126 +1%
WCM
68
Windsor Capital Management
Arizona
$240K +$240K +10,137 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$223K +$223K +9,412 New
AWM
70
AE Wealth Management
Kansas
$223K +$49.5K +2,091 +29%
EIP
71
Ellis Investment Partners
Pennsylvania
$222K +$222K +9,375 New
T
72
Tableaux
Massachusetts
$217K -$20.7K -874 -9%
LFAS
73
Level Four Advisory Services
Texas
$208K +$208K +8,797 New
GRP
74
Global Retirement Partners
California
$200K +$2.06K +87 +1%
GI
75
GAMMA Investing
California
$165K +$2.82K +119 +2%
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