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iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$587K +$25.7K +1,003 +5%
CIAS
102
CFS Investment Advisory Services
New Jersey
$586K -$128K -5,002 -18%
GAM
103
Gould Asset Management
California
$581K +$21.5K +840 +4%
FFG
104
Foundry Financial Group
New Hampshire
$568K -$65.9K -2,571 -10%
SPA
105
Sentinel Pension Advisors
Massachusetts
$564K +$7.46K +291 +1%
CFMC
106
Curbstone Financial Management Corp
New Hampshire
$554K
PGAM
107
Princeton Global Asset Management
New Jersey
$508K
SFG
108
Sovereign Financial Group
Connecticut
$500K
RWM
109
Riverchase Wealth Management
Texas
$467K -$63K -2,459 -12%
WCM
110
WealthBridge Capital Management
Ohio
$456K +$4.18K +163 +0.9%
BW
111
BIP Wealth
Georgia
$452K +$452K +17,615 New
AAP
112
Arax Advisory Partners
Colorado
$433K +$433K +16,894 New
Citadel Advisors
113
Citadel Advisors
Florida
$407K +$119K +4,629 +41%
OFS
114
OneAscent Financial Services
Alabama
$405K +$405K +15,810 New
RWA
115
Redhawk Wealth Advisors
Minnesota
$405K +$405K +15,801 New
SWA
116
Sax Wealth Advisors
New Jersey
$391K
AI
117
Atria Investments
North Carolina
$382K
WANY
118
Wealthspire Advisors (New York)
New York
$370K +$110K +4,294 +42%
P
119
&Partners
Tennessee
$369K -$11.5K -448 -3%
MCM
120
MV Capital Management
Maryland
$367K
WS
121
Wedbush Securities
California
$350K +$350K +13,655 New
EWA
122
EP Wealth Advisors
California
$345K +$50.6K +1,975 +17%
APP
123
Avantax Planning Partners
Iowa
$339K
CIM
124
Confluence Investment Management
Missouri
$332K -$4.97K -194 -1%
TC
125
Trust Company
Kansas
$301K