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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 +$1.08K +42 +0.4%
AWM
127
Alterna Wealth Management
Texas
$297K +$12K +467 +4%
EWA
128
EP Wealth Advisors
California
$295K +$294K +11,490 New
PWS
129
Peloton Wealth Strategists
Indiana
$282K – – –
NG
130
Novem Group
New York
$281K -$27.8K -1,085 -9%
MA
131
MONECO Advisors
Connecticut
$279K – – –
SRC
132
Shufro Rose & Co
New York
$271K +$15.4K +600 +6%
CSP
133
Cary Street Partners
Virginia
$263K – – –
CFS
134
Commonwealth Financial Services
West Virginia
$261K -$86.7K -3,384 -25%
JFG
135
Juno Financial Group
Virginia
$260K +$260K +10,137 New
CHA
136
Cooper/Haims Advisors
New York
$256K – – –
PTC
137
Private Trust Company
Ohio
$252K – – –
AF
138
Arrow Financial
New York
$242K – – –
KA
139
Klingman & Associates
New York
$240K -$42.1K -1,645 -15%
SC
140
Savant Capital
Illinois
$239K – – –
SB
141
Strategic Blueprint
Georgia
$235K +$20K +780 +9%
TA
142
TPG Advisors
Illinois
$233K – – –
Truist Financial
143
Truist Financial
North Carolina
$231K +$231K +9,017 New
S
144
SignatureFD
Georgia
$230K – – –
SWP
145
Summit Wealth Partners
Florida
$229K – – –
CPIA
146
Cornell Pochily Investment Advisors
New York
$223K – – –
BAM
147
Beaumont Asset Management
Texas
$218K – – –
HW
148
HORAN Wealth
Ohio
$217K – – –
DAS
149
Diversify Advisory Services
Utah
$211K +$1.25K +49 +0.6%
ADL
150
Asset Dedication LLC
California
$209K – – –