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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
$34.2M +$2.73M +116,195 +9%
Morgan Stanley
2
Morgan Stanley
New York
$32.6M +$2.25M +95,908 +7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$515K +21,890 +2%
NA
4
NewEdge Advisors
Louisiana
$19.9M -$670K -28,505 -3%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$15.2M +$3.52M +149,658 +30%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.5M -$996K -42,342 -7%
TF
7
Threadgill Financial
Texas
$11.3M +$11.2M +477,109 +5,284%
SWM
8
Scissortail Wealth Management
Oklahoma
$11.3M +$10M +425,782 +715%
Bank of America
9
Bank of America
North Carolina
$9.64M -$519K -22,083 -5%
LPL Financial
10
LPL Financial
California
$8.61M +$2.27M +96,468 +35%
CFS
11
Commonwealth Financial Services
West Virginia
$8.2M +$545K +23,163 +7%
LFS
12
Littlejohn Financial Services
Oregon
$5.87M +$150K +6,399 +3%
DWA
13
Delta Wealth Advisors
Indiana
$5.09M +$1.42M +60,256 +38%
SWP
14
Stratos Wealth Partners
Ohio
$4.9M +$498K +21,163 +11%
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$3.37M
Raymond James Financial
16
Raymond James Financial
Florida
$3.36M +$1.23M +52,493 +57%
Wells Fargo
17
Wells Fargo
California
$2.95M +$843K +35,874 +40%
KTM
18
Keeler Thomas Management
Utah
$2.75M -$6.61M -281,232 -70%
SPWM
19
Straight Path Wealth Management
Michigan
$2.71M +$154K +6,550 +6%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.53M +$1.92M +81,763 +306%
IF
21
Ironwood Financial
Arizona
$2.42M +$360K +15,317 +17%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.35M +$317K +13,480 +15%
SPC
23
Sigma Planning Corp
Michigan
$1.8M +$483K +20,535 +36%
PIM
24
Penobscot Investment Management
Massachusetts
$1.68M +$1.38M +58,885 +438%
Lido Advisors
25
Lido Advisors
California
$1.58M -$165K -7,024 -9%