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iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Alterna Wealth Management
Texas
$284K
WCM
77
WealthBridge Capital Management
Ohio
$268K +$265K +10,646 New
CIM
78
Confluence Investment Management
Missouri
$263K -$4.02M -161,069 -94%
KC
79
Kades & Cheifetz
Pennsylvania
$260K +$257K +10,305 New
AM
80
Atwater Malick
Pennsylvania
$257K +$34.9K +1,400 +16%
PWS
81
Peloton Wealth Strategists
Indiana
$257K
HWM
82
HB Wealth Management
Georgia
$255K
LIA
83
LBMC Investment Advisors
Tennessee
$248K
AF
84
Arrow Financial
New York
$247K +$44.8K +1,797 +22%
AFP
85
Ausdal Financial Partners
Iowa
$245K +$972 +39 +0.4%
MA
86
Mutual Advisors
Nebraska
$244K
CG
87
Colony Group
Massachusetts
$239K +$237K +9,500 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$238K -$99.7K -4,000 -30%
MML Investors Services
89
MML Investors Services
Massachusetts
$237K +$234K +9,398 New
ADL
90
Asset Dedication LLC
California
$234K
CIC
91
Carnegie Investment Counsel
Ohio
$224K -$519K -20,797 -70%
SWM
92
Segment Wealth Management
Texas
$218K
PTC
93
Private Trust Company
Ohio
$205K -$230K -9,224 -53%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$202K
FMWA
95
Forvis Mazars Wealth Advisors
Missouri
$202K +$199K +8,000 New
CFGS
96
Concourse Financial Group Securities
Alabama
$135K
BONH
97
Bank of New Hampshire
New Hampshire
$92K
VCM
98
Vigilant Capital Management
Maine
$85K +$26.4K +1,060 +45%
PAI
99
Pittenger & Anderson Inc
Nebraska
$57K +$56.4K +2,261 New
BFEC
100
Benjamin F. Edwards & Company
Missouri
$41K +$40.1K +1,610 New