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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Cyr Financial
Illinois
$233K -$38.4K -1,625 -14%
1WM
77
1900 Wealth Management
Texas
$228K +$229K +9,711 New
SA
78
Sanctuary Advisors
Indiana
$223K +$225K +9,506 New
BCM
79
Boreal Capital Management
Florida
$221K – – –
FTUS
80
Flow Traders U.S.
New York
$220K +$222K +9,390 New
LFAS
81
Level Four Advisory Services
Texas
$207K +$165 +7 +0.1%
OFS
82
OneAscent Financial Services
Alabama
$202K +$203K +8,611 New
GSEP
83
Golden State Equity Partners
California
$188K +$189K +8,020 New
AWM
84
AE Wealth Management
Kansas
$180K -$40.4K -1,711 -18%
PA
85
Parallel Advisors
California
$143K +$74.4K +3,151 +108%
CTWM
86
Cherry Tree Wealth Management
Minnesota
$134K -$5.05K -214 -4%
GI
87
GAMMA Investing
California
$129K -$34.7K -1,468 -21%
FFA
88
Farther Finance Advisors
California
$115K +$100K +4,241 +609%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$67.1K +$67.6K +2,860 New
SWM
90
Spire Wealth Management
Virginia
$60.6K -$194K -8,218 -76%
NF
91
Napier Financial
Massachusetts
$51.7K +$52K +2,202 New
CB
92
CNB Bank
Pennsylvania
$50.6K -$472 -20 -0.9%
IAIM
93
International Assets Investment Management
Florida
$48.7K +$12.6K +533 +34%
BC
94
Barrett & Company
Rhode Island
$45.2K – – –
HC
95
Hurley Capital
New York
$38.5K +$9.85K +417 +34%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$21.4K +$21.5K +912 New
BTI
97
Blue Trust Inc
Georgia
$19.6K +$189 +8 +1%
HBW
98
Hazlett, Burt & Watson
West Virginia
$18K +$189 +8 +1%
AI
99
Atomic Invest
New York
$17.4K +$17.6K +745 New
IWS
100
Intentional Wealth Strategies
Colorado
$17.2K +$17.3K +731 New