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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
$31.9M +$9.63M +407,675 +43%
Morgan Stanley
2
Morgan Stanley
New York
$30.9M +$1.42M +60,056 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$5.86M +248,265 +30%
NA
4
NewEdge Advisors
Louisiana
$20.9M +$3.2M +135,322 +18%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M +$6.38M +270,103 +88%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$11.9M +$6.71M +283,979 +130%
Bank of America
7
Bank of America
North Carolina
$10.3M +$2.47M +104,755 +32%
KTM
8
Keeler Thomas Management
Utah
$9.44M +$31.1K +1,315 +0.3%
CFS
9
Commonwealth Financial Services
West Virginia
$7.77M +$349K +14,765 +5%
LPL Financial
10
LPL Financial
California
$6.45M +$1.41M +59,845 +28%
LFS
11
Littlejohn Financial Services
Oregon
$5.8M +$252K +10,675 +5%
SWP
12
Stratos Wealth Partners
Ohio
$4.47M +$151K +6,406 +4%
DWA
13
Delta Wealth Advisors
Indiana
$3.74M +$3.74M +158,152 New
BCPWM
14
Bradley & Co Private Wealth Management
Florida
$3.42M -$10.2K -432 -0.3%
SPWM
15
Straight Path Wealth Management
Michigan
$2.6M +$771K +32,627 +42%
Raymond James Financial
16
Raymond James Financial
Florida
$2.17M +$414K +17,514 +24%
Wells Fargo
17
Wells Fargo
California
$2.14M +$658K +27,837 +44%
IF
18
Ironwood Financial
Arizona
$2.1M +$778K +32,928 +59%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.06M +$306K +12,955 +17%
UBS Group
20
UBS Group
Switzerland
$1.89M +$1.39M +58,915 +280%
Lido Advisors
21
Lido Advisors
California
$1.79M
SWM
22
Scissortail Wealth Management
Oklahoma
$1.41M +$107K +4,521 +8%
SPC
23
Sigma Planning Corp
Michigan
$1.34M +$295K +12,505 +28%
BlackRock
24
BlackRock
New York
$1.2M +$399K +16,888 +50%
BPA
25
Beacon Pointe Advisors
California
$1.15M +$175K +7,414 +18%