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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$24.9M +$3.37M +143,145 +16%
LIA
2
LBMC Investment Advisors
Tennessee
$19.5M +$9.6M +407,950 +95%
NA
3
NewEdge Advisors
Louisiana
$11.9M -$1.17M -49,862 -9%
KTM
4
Keeler Thomas Management
Utah
$8.22M +$8.27M +351,718 New
AWM
5
Apollon Wealth Management
South Carolina
$7.54M +$158K +6,730 +2%
CFS
6
Commonwealth Financial Services
West Virginia
$7.45M +$7.08M +301,147 +1,694%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.38M +$869K +36,951 +19%
GI
8
GAMMA Investing
California
$4.68M +$863K +36,683 +22%
Raymond James Financial
9
Raymond James Financial
Florida
$4.5M +$1.28M +54,397 +39%
LFS
10
Littlejohn Financial Services
Oregon
$4.49M +$4.27M +181,445 +1,697%
LPL Financial
11
LPL Financial
California
$4.44M +$376K +15,982 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.43M +$131K +5,578 +3%
Bank of America
13
Bank of America
North Carolina
$3.21M +$754K +32,063 +30%
Jane Street
14
Jane Street
New York
$2.94M +$324K +13,768 +12%
Morgan Stanley
15
Morgan Stanley
New York
$2.29M +$410K +17,409 +22%
SIA
16
Summit Investment Advisors
Maryland
$2.17M +$2.2M +93,541 New
RSWM
17
Robertson Stephens Wealth Management
California
$1.9M -$163K -6,930 -8%
SPWM
18
Straight Path Wealth Management
Michigan
$1.9M +$422K +17,935 +28%
UBS Group
19
UBS Group
Switzerland
$1.79M +$1.31M +55,509 +261%
IA
20
IFP Advisors
Florida
$1.41M -$78.3K -3,329 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.39M +$425K +18,061 +44%
Wells Fargo
22
Wells Fargo
California
$1.37M +$59.6K +2,534 +5%
Lido Advisors
23
Lido Advisors
California
$1.25M -$72K -3,059 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.18M +$210K +8,923 +21%
SWA
25
Sightline Wealth Advisors
Connecticut
$1.18M +$831K +35,339 +234%