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iShares iBonds Dec 2026 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$54.4M +$27M +1,052,645 +98%
Bank of America
2
Bank of America
North Carolina
$52.5M +$1.2M +46,736 +2%
RPC
3
Rossmore Private Capital
Connecticut
$37M +$36.7M +1,433,191 +12,212%
US Bancorp
4
US Bancorp
Minnesota
$17.7M -$838K -32,722 -5%
NA
5
NewEdge Advisors
Louisiana
$17.6M +$1.06M +41,503 +6%
LIA
6
LBMC Investment Advisors
Tennessee
$13.2M +$1.32M +51,650 +11%
Wells Fargo
7
Wells Fargo
California
$12.2M +$1.16M +45,367 +11%
KCM
8
Kathmere Capital Management
Pennsylvania
$12.1M -$55.5K -2,168 -0.5%
UBS Group
9
UBS Group
Switzerland
$10.8M -$502K -19,592 -4%
LPL Financial
10
LPL Financial
California
$10.5M +$380K +14,843 +4%
HBT
11
Hills Bank & Trust
Iowa
$10M +$222K +8,679 +2%
Lido Advisors
12
Lido Advisors
California
$9.74M +$88.6K +3,458 +0.9%
IWC
13
Integrated Wealth Concepts
Massachusetts
$9.66M -$157K -6,139 -2%
CIA
14
Covington Investment Advisors
Pennsylvania
$8.38M +$442K +17,250 +6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.84M +$504K +19,663 +7%
LIM
16
Leavell Investment Management
Alabama
$7.69M +$866K +33,800 +13%
Morgan Stanley
17
Morgan Stanley
New York
$7.33M -$1.31M -51,334 -15%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.8M -$1.16M -45,214 -15%
PWM
19
Praetorian Wealth Management
California
$6.19M +$187K +7,282 +3%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$5.53M +$1.2M +46,752 +28%
QFA
21
Quantum Financial Advisors
California
$5.35M +$256K +10,003 +5%
CTC
22
Central Trust Company
Missouri
$5.12M +$876K +34,199 +21%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.02M +$304K +11,884 +6%
HCM
24
Howland Capital Management
Massachusetts
$4.98M +$33.3K +1,300 +0.7%
Raymond James Financial
25
Raymond James Financial
Florida
$4.69M -$205K -8,011 -4%