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iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$299K +$31.6K +1,231 +12%
FCH
127
Freestone Capital Holdings
Washington
$295K +$295K +11,486 New
AWM
128
Alterna Wealth Management
Texas
$286K
KA
129
Klingman & Associates
New York
$282K -$19.8K -773 -7%
PWS
130
Peloton Wealth Strategists
Indiana
$282K
MA
131
MONECO Advisors
Connecticut
$280K
FNT
132
First National Trust
Pennsylvania
$268K +$12.8K +501 +5%
DSA
133
Droms Strauss Advisors
Missouri
$268K -$32.8K -1,279 -11%
CSP
134
Cary Street Partners
Virginia
$263K +$16.7K +650 +7%
CHA
135
Cooper/Haims Advisors
New York
$257K
SIC
136
Sigma Investment Counselors
Michigan
$257K
SRC
137
Shufro Rose & Co
New York
$255K
PTC
138
Private Trust Company
Ohio
$252K +$2.26K +88 +0.9%
AF
139
Arrow Financial
New York
$243K
EIA
140
Eldridge Investment Advisors
New Hampshire
$241K +$35.9K +1,400 +18%
AWE
141
Avidian Wealth Enterprises
Texas
$241K +$21K +819 +10%
SC
142
Savant Capital
Illinois
$239K
TA
143
TPG Advisors
Illinois
$233K
S
144
SignatureFD
Georgia
$231K
SWP
145
Summit Wealth Partners
Florida
$229K
CPIA
146
Cornell Pochily Investment Advisors
New York
$224K +$20K +780 +10%
BAM
147
Beaumont Asset Management
Texas
$219K +$5.13K +200 +2%
SPIA
148
Steward Partners Investment Advisory
New York
$217K
HW
149
HORAN Wealth
Ohio
$217K +$217K +8,453 New
Goldman Sachs
150
Goldman Sachs
New York
$216K -$511K -19,911 -70%