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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.7M +$19.3M +814,837 +189%
LIA
2
LBMC Investment Advisors
Tennessee
$22.5M +$10.2M +432,027 +84%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$18M +763,050 +1,280%
NA
4
NewEdge Advisors
Louisiana
$17.9M +$17.6M +744,858 +20,719%
KTM
5
Keeler Thomas Management
Utah
$9.5M +$145K +6,132 +2%
Bank of America
6
Bank of America
North Carolina
$7.9M +$825K +34,871 +12%
CFS
7
Commonwealth Financial Services
West Virginia
$7.49M +$185K +7,814 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.32M -$396K -16,733 -5%
LFS
9
Littlejohn Financial Services
Oregon
$5.6M +$616K +26,043 +12%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$5.22M +$3.07M +129,940 +146%
LPL Financial
11
LPL Financial
California
$5.09M +$3.85M +162,730 +322%
SWP
12
Stratos Wealth Partners
Ohio
$4.36M +$4.32M +182,827 New
BCPWM
13
Bradley & Co Private Wealth Management
Florida
$3.47M – – –
SPWM
14
Straight Path Wealth Management
Michigan
$1.85M +$386K +16,308 +27%
Lido Advisors
15
Lido Advisors
California
$1.79M -$4.49K -190 -0.3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.77M +$123K +5,200 +8%
Raymond James Financial
17
Raymond James Financial
Florida
$1.77M -$49.3K -2,084 -3%
Wells Fargo
18
Wells Fargo
California
$1.5M +$1.43M +60,411 +2,490%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.38M +$74.2K +3,139 +6%
IF
20
Ironwood Financial
Arizona
$1.33M +$1.32M +55,700 New
SWM
21
Scissortail Wealth Management
Oklahoma
$1.31M +$11.4K +484 +0.9%
SPC
22
Sigma Planning Corp
Michigan
$1.06M +$203K +8,577 +24%
WI
23
WrapManager Inc
California
$1.01M -$155K -6,534 -13%
IA
24
IFP Advisors
Florida
$983K -$46.8K -1,980 -5%
BPA
25
Beacon Pointe Advisors
California
$983K +$78.2K +3,308 +9%
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