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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$12.1M +$1.12M +48,631 +10%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M +$2.35M +101,835 +31%
KTM
3
Keeler Thomas Management
Utah
$9.29M +$834K +36,100 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.67M +$309K +13,388 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.25M +$13.9K +601 +0.2%
Bank of America
6
Bank of America
North Carolina
$7.02M +$184K +7,950 +3%
LFS
7
Littlejohn Financial Services
Oregon
$4.95M +$185K +8,026 +4%
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$3.44M +$585K +25,333 +21%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$2.1M +$1.71M +73,874 +497%
SIA
10
Summit Investment Advisors
Maryland
$1.92M +$175K +7,562 +10%
Raymond James Financial
11
Raymond James Financial
Florida
$1.81M -$747K -32,331 -30%
Lido Advisors
12
Lido Advisors
California
$1.78M -$69K -2,985 -4%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.64M +$397K +17,167 +33%
SPWM
14
Straight Path Wealth Management
Michigan
$1.45M +$213K +9,236 +18%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$540K +23,376 +64%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.3M +$686K +29,672 +118%
SWM
17
Scissortail Wealth Management
Oklahoma
$1.29M +$10.4K +452 +0.8%
LPL Financial
18
LPL Financial
California
$1.2M +$179K +7,753 +18%
WI
19
WrapManager Inc
California
$1.16M +$30.6K +1,324 +3%
IA
20
IFP Advisors
Florida
$1.02M -$266K -11,521 -21%
BPA
21
Beacon Pointe Advisors
California
$898K -$8.78K -380 -1%
SPC
22
Sigma Planning Corp
Michigan
$847K +$137K +5,911 +20%
BlackRock
23
BlackRock
New York
$800K -$4.97K -215 -0.6%
CF
24
Cyr Financial
Illinois
$775K +$756K +32,712 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$739K -$198K -8,565 -22%