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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$36.2M +$8.11M +342,056 +29%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$26.9M +$1.51M +63,854 +6%
NA
3
NewEdge Advisors
Louisiana
$18.2M +$5.72M +241,224 +46%
LPL Financial
4
LPL Financial
California
$16M +$10.5M +442,051 +193%
KTM
5
Keeler Thomas Management
Utah
$9.82M +$130K +5,470 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$7.97M +$7.93M +334,224 New
AWM
7
Apollon Wealth Management
South Carolina
$7.92M +$122K +5,164 +2%
CFS
8
Commonwealth Financial Services
West Virginia
$7.76M +$144K +6,066 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$7.74M +$1.76M +74,116 +30%
MA
10
Mutual Advisors
Nebraska
$7.32M +$7.29M +307,576 New
IF
11
Ironwood Financial
Arizona
$7.31M +$6.91M +291,262 +1,946%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.85M +$1.08M +45,338 +23%
LFS
13
Littlejohn Financial Services
Oregon
$4.94M +$148K +6,221 +3%
Morgan Stanley
14
Morgan Stanley
New York
$4.76M +$808K +34,075 +21%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.7M -$34.7K -1,465 -0.7%
Jane Street
16
Jane Street
New York
$3.84M +$3.56M +149,915 +1,355%
Bank of America
17
Bank of America
North Carolina
$3.64M +$610K +25,737 +20%
Wells Fargo
18
Wells Fargo
California
$3.36M +$1.84M +77,452 +122%
Raymond James Financial
19
Raymond James Financial
Florida
$3.28M +$98.9K +4,170 +3%
RSWM
20
Robertson Stephens Wealth Management
California
$3.17M +$356K +15,021 +13%
SPWM
21
Straight Path Wealth Management
Michigan
$2.64M +$452K +19,066 +21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.98M +$569K +23,986 +41%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.49M +$33K +1,391 +2%
Lido Advisors
24
Lido Advisors
California
$1.24M -$27.8K -1,173 -2%
SWA
25
Sightline Wealth Advisors
Connecticut
$1.2M -$113K -4,751 -9%