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iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.7M +$2.64M +104,117 +18%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.9M +$3.92M +154,723 +31%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$12.7M +$4.52M +178,099 +52%
UBS Group
4
UBS Group
Switzerland
$11.3M +$1.03M +40,754 +10%
Wells Fargo
5
Wells Fargo
California
$11.1M +$1.62M +63,850 +17%
Bank of America
6
Bank of America
North Carolina
$10.9M +$1.81M +71,478 +19%
US Bancorp
7
US Bancorp
Minnesota
$6.65M +$1.84M +72,365 +37%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.53M +$5.09M +200,643 +847%
LPL Financial
9
LPL Financial
California
$4.89M +$825K +32,515 +20%
Morgan Stanley
10
Morgan Stanley
New York
$4.61M +$581K +22,896 +14%
CIM
11
Confluence Investment Management
Missouri
$4.22M -$598K -23,561 -12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.13M +$813K +32,064 +24%
BO
13
BRR OpCo
Ohio
$3.96M +$4.08M +160,695 New
UCFA
14
United Capital Financial Advisors
Texas
$3.64M +$156K +6,153 +4%
Jane Street
15
Jane Street
New York
$2.69M +$529K +20,872 +24%
GA
16
Gateway Advisory
New Jersey
$2.69M +$2.77M +109,095 New
LPT
17
Legacy Private Trust
Wisconsin
$2.58M +$160K +6,300 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.27M +$85.9K +3,386 +4%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$1.87M +$747K +29,435 +63%
LIM
20
Leavell Investment Management
Alabama
$1.5M +$496K +19,544 +47%
WWM
21
WJ Wealth Management
Arizona
$1.44M +$575K +22,682 +63%
APA
22
American Portfolios Advisors
New York
$1.41M +$1.29M +50,706 +768%
CIAS
23
CFS Investment Advisory Services
New Jersey
$1.41M -$20.4K -806 -1%
LF
24
Lee Financial
Texas
$1.26M
BSAM
25
Blue Square Asset Management
New York
$1.14M +$222K +8,755 +23%