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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.08M +$3.85M +163,824 +124%
Bank of America
2
Bank of America
North Carolina
$5.33M +$389K +16,561 +8%
LIA
3
LBMC Investment Advisors
Tennessee
$2.84M +$892K +37,925 +47%
OMC
4
Old Mission Capital
Illinois
$1.95M -$32.3K -1,373 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.67M +$1.64M +69,878 New
Lido Advisors
6
Lido Advisors
California
$1.5M +$456K +19,408 +45%
WI
7
WrapManager Inc
California
$1.05M +$145K +6,164 +16%
Morgan Stanley
8
Morgan Stanley
New York
$993K +$135K +5,763 +16%
SPWM
9
Straight Path Wealth Management
Michigan
$953K +$79.3K +3,373 +9%
IWC
10
Integrated Wealth Concepts
Massachusetts
$872K +$103K +4,376 +14%
LPL Financial
11
LPL Financial
California
$818K +$150K +6,391 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$787K +$196K +8,330 +34%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$772K -$8.44K -359 -1%
Jane Street
14
Jane Street
New York
$670K -$645K -27,426 -49%
BPA
15
Beacon Pointe Advisors
California
$539K +$530K +22,532 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$446K +$306K +13,026 +232%
SPC
17
Sigma Planning Corp
Michigan
$276K +$271K +11,544 New
FTUS
18
Flow Traders U.S.
New York
$263K +$258K +10,975 New
KPWS
19
Kestra Private Wealth Services
Texas
$223K +$219K +9,302 New
MA
20
Mutual Advisors
Nebraska
$218K – – –
GI
21
GAMMA Investing
California
$209K +$86.8K +3,693 +73%
SCA
22
Snowden Capital Advisors
New York
$207K – – –
MAG
23
M3 Advisory Group
Massachusetts
$205K +$201K +8,558 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$202K +$199K +8,458 New
GRP
25
Global Retirement Partners
California
$146K +$49.1K +2,090 +52%
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