We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$4.73M +$401K +15,810 +9%
LIM
27
Leavell Investment Management
Alabama
$4.59M +$482K +19,000 +12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.44M +$126K +4,953 +3%
CTC
29
Central Trust Company
Missouri
$4M -$192K -7,565 -5%
Raymond James Financial
30
Raymond James Financial
Florida
$3.89M +$42.4K +1,670 +1%
OG
31
Odyssey Group
Pennsylvania
$3.59M +$3.58M +141,199 New
BPA
32
Beacon Pointe Advisors
California
$3.51M +$31.2K +1,229 +0.9%
Stifel Financial
33
Stifel Financial
Missouri
$3.44M +$59.9K +2,358 +2%
QFA
34
Quantum Financial Advisors
California
$3.15M -$513K -20,221 -14%
SA
35
Sanctuary Advisors
Indiana
$3.06M +$19.3K +759 +0.6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$3.01M +$107K +4,206 +4%
AssetMark Inc
37
AssetMark Inc
California
$2.98M +$702K +27,669 +31%
CCM
38
Coldstream Capital Management
Washington
$2.79M +$24.8K +976 +0.9%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$2.73M +$76.7K +3,021 +3%
SCG
40
Sonata Capital Group
Washington
$2.71M +$57.5K +2,266 +2%
PWM
41
Parkway Wealth Management
Texas
$2.57M +$67K +2,638 +3%
TAM
42
Titleist Asset Management
Texas
$2.57M +$2.56M +101,032 New
AM
43
Atwater Malick
Pennsylvania
$2.54M +$45.1K +1,776 +2%
PP
44
Postrock Partners
Oregon
$2.51M +$49.5K +1,950 +2%
SF
45
Summit Financial
New Jersey
$2.47M +$1.04M +41,126 +74%
GT
46
Glenview Trust
Kentucky
$2.42M +$128K +5,025 +6%
Ameriprise
47
Ameriprise
Minnesota
$2.26M +$772K +30,422 +52%
VA
48
Valmark Advisers
Ohio
$2.26M +$300K +11,826 +15%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.21M +$97.9K +3,857 +5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.17M -$15.8K -621 -0.7%