We are live on ! Find out more
IBMO icon

iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.67M +$4.68M +182,173 New
Raymond James Financial
27
Raymond James Financial
Florida
$4.57M -$118K -4,595 -3%
UCFA
28
United Capital Financial Advisors
Texas
$4.29M +$919K +35,817 +27%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.97M -$464K -18,076 -10%
BPA
30
Beacon Pointe Advisors
California
$3.6M +$119K +4,631 +3%
QFA
31
Quantum Financial Advisors
California
$3.41M -$1.94M -75,754 -36%
PA
32
PSI Advisors
Florida
$3.38M
CCM
33
Coldstream Capital Management
Washington
$3.28M +$20.1K +784 +0.6%
SA
34
Sanctuary Advisors
Indiana
$2.69M -$789K -30,759 -23%
WCP
35
Wick Capital Partners
Pennsylvania
$2.67M +$950 +37 +0%
AssetMark Inc
36
AssetMark Inc
California
$2.66M +$215K +8,389 +9%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.64M -$32.2K -1,255 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.53M +$1.32M +51,280 +108%
MIM
39
Moseley Investment Management
Florida
$2.48M +$359K +14,000 +17%
PWM
40
Parkway Wealth Management
Texas
$2.46M +$161K +6,256 +7%
SCG
41
Sonata Capital Group
Washington
$2.45M
AM
42
Atwater Malick
Pennsylvania
$2.31M -$305K -11,887 -12%
Ameriprise
43
Ameriprise
Minnesota
$2.26M -$151K -5,898 -6%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.23M +$200K +7,790 +10%
VA
45
Valmark Advisers
Ohio
$2.09M +$179K +6,975 +9%
WC
46
Wolfstich Capital
Massachusetts
$2.02M +$2.14M +83,383 New
Stifel Financial
47
Stifel Financial
Missouri
$1.95M +$148K +5,783 +8%
IWM
48
IHT Wealth Management
Illinois
$1.95M +$7.75K +302 +0.4%
KCA
49
Kastel Capital Advisors
Massachusetts
$1.94M
BSAM
50
Blue Square Asset Management
New York
$1.91M +$736K +28,664 +63%