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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Cyr Financial
Illinois
$923K +$142K +5,995 +18%
BlackRock
27
BlackRock
New York
$806K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$763K +$18.8K +794 +3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$737K +$192K +8,124 +36%
IAS
30
Insigneo Advisory Services
Florida
$698K +$60.2K +2,546 +10%
HL
31
HeadInvest LLC
Maine
$643K
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$557K +$215K +9,087 +64%
KPWS
33
Kestra Private Wealth Services
Texas
$513K +$79.8K +3,376 +19%
UBS Group
34
UBS Group
Switzerland
$502K +$93.3K +3,946 +23%
FCH
35
Freestone Capital Holdings
Washington
$457K +$453K +19,148 New
MA
36
Mutual Advisors
Nebraska
$452K +$157K +6,656 +54%
BFS
37
BridgePort Financial Solutions
Iowa
$395K +$140K +5,930 +56%
Jane Street
38
Jane Street
New York
$315K +$313K +13,227 New
HSG
39
Helen Stephens Group
Texas
$298K +$295K +12,492 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$298K +$9.79K +414 +3%
WA
41
Waverly Advisors
Alabama
$288K +$3.07K +130 +1%
LT
42
Legacy Trust
Michigan
$270K +$17.7K +750 +7%
OAM
43
Occidental Asset Management
California
$266K +$16.3K +690 +7%
APW
44
Austin Private Wealth
Texas
$251K -$25.5K -1,079 -9%
T
45
Tableaux
Massachusetts
$235K +$22.5K +952 +11%
SCA
46
Snowden Capital Advisors
New York
$227K
GRP
47
Global Retirement Partners
California
$220K +$828 +35 +0.4%
MAG
48
M3 Advisory Group
Massachusetts
$204K
RWP
49
Reliant Wealth Planning
Kentucky
$201K +$199K +8,431 New
APCM
50
Alaska Permanent Capital Management
Alaska
$157K +$2.65K +112 +2%