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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
$7M +$62.1K +2,623 +0.9%
LIA
2
LBMC Investment Advisors
Tennessee
$6.73M +$3.98M +168,305 +142%
Bank of America
3
Bank of America
North Carolina
$5.31M +$90.3K +3,819 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.74M +$3.8M +160,675 +387%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.72M +$4.56M +192,727 +2,279%
Lido Advisors
6
Lido Advisors
California
$2.45M +$981K +41,471 +66%
Raymond James Financial
7
Raymond James Financial
Florida
$1.96M +$1.98M +83,589 New
IA
8
IFP Advisors
Florida
$1.35M +$1.33M +56,235 +4,506%
SPWM
9
Straight Path Wealth Management
Michigan
$1.09M +$162K +6,858 +17%
WI
10
WrapManager Inc
California
$1.08M +$50.1K +2,119 +5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$997K +$144K +6,071 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$941K +$170K +7,182 +22%
LPL Financial
13
LPL Financial
California
$900K +$98.8K +4,178 +12%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$850K +$416K +17,602 +94%
BPA
15
Beacon Pointe Advisors
California
$647K +$120K +5,077 +23%
SPC
16
Sigma Planning Corp
Michigan
$616K +$349K +14,737 +128%
MHIC
17
Marble Harbor Investment Counsel
Massachusetts
$598K +$603K +25,500 New
HL
18
HeadInvest LLC
Maine
$562K +$567K +23,978 New
BlackRock
19
BlackRock
New York
$399K +$402K +16,997 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$385K +$388K +16,400 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$346K +$349K +14,744 New
LFS
22
Littlejohn Financial Services
Oregon
$294K +$297K +12,558 New
BFS
23
BridgePort Financial Solutions
Iowa
$256K +$256K +10,806 New
UBS Group
24
UBS Group
Switzerland
$249K +$251K +10,600 New
MA
25
Mutual Advisors
Nebraska
$243K +$25.3K +1,068 +12%
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