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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$10.8M +$4.15M +176,133 +61%
KTM
2
Keeler Thomas Management
Utah
$8.26M +$8.38M +355,929 New
Morgan Stanley
3
Morgan Stanley
New York
$7.65M +$3M +127,289 +63%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.21M +$276K +11,742 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.1M +$6.96M +295,784 +3,003%
Bank of America
6
Bank of America
North Carolina
$6.7M +$1.46M +61,879 +27%
LFS
7
Littlejohn Financial Services
Oregon
$4.66M +$4.43M +188,257 +1,499%
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$2.79M +$2.77M +117,841 +5,356%
Raymond James Financial
9
Raymond James Financial
Florida
$2.52M +$591K +25,112 +30%
Lido Advisors
10
Lido Advisors
California
$1.81M -$618K -26,236 -25%
SIA
11
Summit Investment Advisors
Maryland
$1.71M +$1.75M +74,210 New
OMC
12
Old Mission Capital
Illinois
$1.29M +$1.31M +55,666 New
IA
13
IFP Advisors
Florida
$1.27M -$65.3K -2,773 -5%
SWM
14
Scissortail Wealth Management
Oklahoma
$1.26M +$1.27M +54,132 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.21M +$222K +9,443 +22%
UBS Group
16
UBS Group
Switzerland
$1.21M +$974K +41,365 +390%
SPWM
17
Straight Path Wealth Management
Michigan
$1.2M +$121K +5,139 +11%
WI
18
WrapManager Inc
California
$1.11M +$43.7K +1,858 +4%
LPL Financial
19
LPL Financial
California
$994K +$105K +4,439 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$923K -$7.61K -323 -0.8%
BPA
21
Beacon Pointe Advisors
California
$889K +$251K +10,665 +39%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$842K – – –
BlackRock
23
BlackRock
New York
$789K +$400K +16,996 +100%
SPC
24
Sigma Planning Corp
Michigan
$693K +$83.5K +3,548 +14%
HL
25
HeadInvest LLC
Maine
$644K +$88.3K +3,750 +16%
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