We are live on ! Find out more
IBHI icon

iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Waverly Advisors
51
Waverly Advisors
Alabama
$290K +$4.65K +197 +2%
LT
52
Legacy Trust
Michigan
$268K – – –
APW
53
Austin Private Wealth
Texas
$244K -$4.3K -182 -2%
AAM
54
Ameraudi Asset Management
New York
$227K +$227K +9,609 New
SCA
55
Snowden Capital Advisors
New York
$225K – – –
EIP
56
Ellis Investment Partners
Pennsylvania
$222K +$222K +9,400 New
Global Retirement Partners
57
Global Retirement Partners
California
$219K +$1.09K +46 +0.5%
ME
58
McIlrath & Eck
Washington
$203K +$203K +8,599 New
MAG
59
M3 Advisory Group
Massachusetts
$202K – – –
RWP
60
Reliant Wealth Planning
Kentucky
$199K – – –
APCM
61
Alaska Permanent Capital Management
Alaska
$159K +$3.45K +146 +2%
OCM
62
Orion Capital Management
California
$118K – – –
Osaic Holdings
63
Osaic Holdings
Arizona
$95.7K +$30K +1,269 +46%
CB
64
CNB Bank
Pennsylvania
$84.3K +$84.2K +3,566 New
GAMMA Investing
65
GAMMA Investing
California
$65.1K +$638 +27 +1%
HNW
66
High Note Wealth
Minnesota
$64.6K +$64.6K +2,735 New
CTWM
67
Cherry Tree Wealth Management
Minnesota
$47.7K – – –
BC
68
Barrett & Company
Rhode Island
$45.9K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$21K -$7.89K -334 -27%
Blue Trust Inc
70
Blue Trust Inc
Georgia
$19.5K +$425 +18 +2%
HBW
71
Hazlett, Burt & Watson
West Virginia
$18K +$402 +17 +2%
Farther Finance Advisors
72
Farther Finance Advisors
California
$16.5K – – –
Bogart Wealth LLC
73
Bogart Wealth LLC
Virginia
$15K +$15K +634 New
1L
74
10Elms LLP
Oklahoma
$13K – – –
HM Payson & Co
75
HM Payson & Co
Maine
$10.5K – – –