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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
76
CNB Bank
Pennsylvania
$82.7K -$376 -16 -0.4%
NF
77
Napier Financial
Massachusetts
$51.7K +$52.2K +2,222 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$48.6K +$49K +2,086 New
CTWM
79
Cherry Tree Wealth Management
Minnesota
$47K
BC
80
Barrett & Company
Rhode Island
$45.3K
GSWM
81
Golden State Wealth Management
California
$35.1K +$35.5K +1,508 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$21.9K +$22.1K +941 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$21K
BTI
84
Blue Trust Inc
Georgia
$19.4K +$212 +9 +1%
HBW
85
Hazlett, Burt & Watson
West Virginia
$18K +$212 +9 +1%
GSEP
86
Golden State Equity Partners
California
$17.5K +$17.6K +750 New
FFA
87
Farther Finance Advisors
California
$16.2K
BWL
88
Bogart Wealth LLC
Virginia
$14.8K
1L
89
10Elms LLP
Oklahoma
$12.8K
HPC
90
HM Payson & Co
Maine
$10.4K
HI
91
Harbour Investments
Wisconsin
$1.56K
BFS
92
BridgePort Financial Solutions
Iowa
-$389K -16,441 Closed
HGA
93
Hobbs Group Advisors
South Carolina
-$383K -16,202 Closed
SWM
94
Spire Wealth Management
Virginia
-$297K -12,548 Closed
MAG
95
M3 Advisory Group
Massachusetts
-$202K -8,558 Closed
RWP
96
Reliant Wealth Planning
Kentucky
-$199K -8,431 Closed