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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
Bullock Wealth Management
Indiana
$495K +$128K +5,438 +35%
BPA
52
Beacon Pointe Advisors
California
$487K +$40.8K +1,727 +9%
FWTB
53
First Western Trust Bank
Colorado
$487K +$490K +20,734 New
IA
54
IFP Advisors
Florida
$483K +$90.4K +3,827 +23%
BFIM
55
Beese Fulmer Investment Management
Ohio
$476K +$479K +20,296 New
HL
56
HeadInvest LLC
Maine
$470K -$196K -8,300 -29%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$460K +$241K +10,207 +108%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$450K -$299K -12,646 -40%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$420K +$57.3K +2,425 +16%
MAS
60
Madden Advisory Services
Florida
$411K +$413K +17,499 New
RSEWM
61
River's Edge Wealth Management
Pennsylvania
$408K +$6.38K +270 +2%
FIA
62
Foundations Investment Advisors
Arizona
$365K +$368K +15,572 New
FCH
63
Freestone Capital Holdings
Washington
$350K -$130K -5,505 -27%
OC
64
Oppenheimer & Co
New York
$348K – – –
OCM
65
Orion Capital Management
California
$329K – – –
OMC
66
Old Mission Capital
Illinois
$326K -$67.6K -2,863 -17%
T
67
Tableaux
Massachusetts
$310K +$95.6K +4,047 +44%
RWP
68
Reliant Wealth Planning
Kentucky
$267K – – –
Baird Financial Group
69
Baird Financial Group
Wisconsin
$264K +$266K +11,250 New
WWM
70
Walser Wealth Management
Florida
$262K +$264K +11,162 New
MAG
71
M3 Advisory Group
Massachusetts
$261K – – –
EIP
72
Ellis Investment Partners
Pennsylvania
$256K +$35.7K +1,512 +16%
PAG
73
Private Advisor Group
New Jersey
$245K -$3.97K -168 -2%
WCM
74
Windsor Capital Management
Arizona
$238K +$567 +24 +0.2%
SWM
75
Segment Wealth Management
Texas
$234K +$236K +9,980 New