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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
26
Commonwealth Financial Services
West Virginia
$2.32M -$5.91M -252,583 -72%
SPC
27
Sigma Planning Corp
Michigan
$1.93M +$117K +5,016 +6%
PIM
28
Penobscot Investment Management
Massachusetts
$1.82M +$127K +5,450 +8%
FWTB
29
First Western Trust Bank
Colorado
$1.68M +$1.19M +50,674 +242%
BPA
30
Beacon Pointe Advisors
California
$1.62M +$287K +12,263 +21%
Jane Street
31
Jane Street
New York
$1.4M +$1.4M +59,886 New
KTM
32
Keeler Thomas Management
Utah
$1.31M -$1.46M -62,206 -53%
RSWM
33
Robertson Stephens Wealth Management
California
$1.26M +$409K +17,497 +48%
Lido Advisors
34
Lido Advisors
California
$1.05M -$539K -23,042 -34%
UBS Group
35
UBS Group
Switzerland
$1.02M +$103K +4,395 +11%
FAL
36
Focused Alpha LLC
Colorado
$918K +$7.77K +332 +0.9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$865K -$12.6K -539 -1%
BWM
38
Bullock Wealth Management
Indiana
$839K +$842K +35,995 New
CF
39
Cyr Financial
Illinois
$834K +$11.4K +489 +1%
HNW
40
High Note Wealth
Minnesota
$831K +$406K +17,362 +95%
HSG
41
Helen Stephens Group
Texas
$780K +$374K +15,976 +92%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$743K -$169K -7,240 -19%
WI
43
WrapManager Inc
California
$734K -$85.7K -3,664 -10%
IAS
44
Insigneo Advisory Services
Florida
$734K
HBT
45
Heartland Bank & Trust
Illinois
$724K +$140K +5,981 +24%
KPWS
46
Kestra Private Wealth Services
Texas
$695K +$74K +3,163 +12%
QCIG
47
Quad-Cities Investment Group
Iowa
$539K +$540K +23,065 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$527K +$142K +6,089 +37%
Osaic Holdings
49
Osaic Holdings
Arizona
$494K +$272K +11,646 +123%
GPA
50
Guidance Point Advisors
Massachusetts
$490K +$489K +20,925 New