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iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$1.04M +$1.04M +41,172 New
WIC
27
Woodmont Investment Counsel
Tennessee
$1.01M +$88.8K +3,525 +10%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$1M
SPA
29
Sentinel Pension Advisors
Massachusetts
$995K +$1.71K +68 +0.2%
BSAM
30
Blue Square Asset Management
New York
$946K +$940K +37,323 New
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$929K +$135K +5,362 +17%
WWM
32
WJ Wealth Management
Arizona
$906K +$902K +35,805 New
PA
33
Prism Advisors
California
$904K -$46.1K -1,831 -5%
CIC
34
Carnegie Investment Counsel
Ohio
$761K -$258K -10,250 -25%
SSB
35
Sandy Spring Bank
Maryland
$707K -$138K -5,485 -16%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$695K -$201 -8 -0%
AIP
37
Ameritas Investment Partners
Nebraska
$663K -$75K -2,980 -10%
Creative Planning
38
Creative Planning
Kansas
$662K -$203K -8,078 -24%
VNB
39
Virginia National Bank
Virginia
$625K -$4.93K -196 -0.8%
HighTower Advisors
40
HighTower Advisors
Illinois
$599K -$4.69M -186,216 -89%
PFM
41
Phillips Financial Management
Indiana
$589K +$17K +677 +3%
SWMG
42
Signature Wealth Management Group
Georgia
$536K +$533K +21,167 New
CTC
43
Central Trust Company
Missouri
$509K -$685K -27,200 -58%
BPA
44
Beacon Pointe Advisors
California
$492K +$173K +6,866 +54%
VA
45
Valmark Advisers
Ohio
$471K -$51.6K -2,050 -10%
PTC
46
Private Trust Company
Ohio
$465K +$462K +18,350 New
AWM
47
Apollon Wealth Management
South Carolina
$456K
CPIA
48
Cornell Pochily Investment Advisors
New York
$454K +$451K +17,918 New
DSA
49
Droms Strauss Advisors
Missouri
$432K +$427K +16,959 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$418K +$74.5K +2,960 +22%