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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.12M -$245K -10,392 -18%
FAL
27
Focused Alpha LLC
Colorado
$886K +$885K +37,475 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$882K +$126K +5,329 +17%
CF
29
Cyr Financial
Illinois
$872K -$43.1K -1,824 -5%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$846K +$116K +4,907 +16%
WI
31
WrapManager Inc
California
$827K -$178K -7,521 -18%
TF
32
Threadgill Financial
Texas
$705K +$213K +9,030 New
IAS
33
Insigneo Advisory Services
Florida
$691K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$684K +$684K +28,939 New
HL
35
HeadInvest LLC
Maine
$637K – – –
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$631K +$78.6K +3,326 +14%
BWM
37
Bullock Wealth Management
Indiana
$574K +$104K +4,403 +22%
KPWS
38
Kestra Private Wealth Services
Texas
$567K +$59.2K +2,505 +12%
IA
39
IFP Advisors
Florida
$485K -$489K -20,690 -50%
FCH
40
Freestone Capital Holdings
Washington
$485K +$32.4K +1,371 +7%
MA
41
Mutual Advisors
Nebraska
$450K – – –
HSG
42
Helen Stephens Group
Texas
$410K +$115K +4,861 +39%
BFS
43
BridgePort Financial Solutions
Iowa
$389K -$3.05K -129 -0.8%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$383K +$88.6K +3,750 +30%
HGA
45
Hobbs Group Advisors
South Carolina
$383K +$383K +16,202 New
RSEWM
46
River's Edge Wealth Management
Pennsylvania
$369K +$369K +15,637 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$330K +$329K +13,923 New
PIM
48
Penobscot Investment Management
Massachusetts
$318K +$318K +13,450 New
OAM
49
Occidental Asset Management
California
$315K +$50.8K +2,150 +19%
SWM
50
Spire Wealth Management
Virginia
$297K +$296K +12,548 New