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
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$539K +$135K +5,409 +34%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$512K +$87.3K +3,489 +21%
OMC
28
Old Mission Capital
Illinois
$506K +$11.9K +474 +2%
VA
29
Valmark Advisers
Ohio
$471K -$41.9K -1,675 -8%
CPIA
30
Cornell Pochily Investment Advisors
New York
$452K +$450K +17,973 New
PFM
31
Phillips Financial Management
Indiana
$412K
SWMG
32
Signature Wealth Management Group
Georgia
$384K +$382K +15,258 New
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$361K +$66.1K +2,641 +23%
BPA
34
Beacon Pointe Advisors
California
$356K +$354K +14,155 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$347K +$2.9K +116 +0.8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$339K
Stifel Financial
37
Stifel Financial
Missouri
$327K -$27.9K -1,117 -8%
Creative Planning
38
Creative Planning
Kansas
$322K -$81.1K -3,240 -20%
WI
39
WrapManager Inc
California
$313K -$2.78K -111 -0.9%
VNB
40
Virginia National Bank
Virginia
$311K
ACS
41
Archford Capital Strategies
Illinois
$309K
RFC
42
Regions Financial Corp
Alabama
$264K +$13.4K +534 +5%
PWS
43
Peloton Wealth Strategists
Indiana
$252K -$50K -2,000 -17%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$247K -$378K -15,118 -61%
F4L
45
Fortune 45 LLC
Louisiana
$245K -$299K -11,956 -55%
FIM
46
Freedom Investment Management
Connecticut
$232K -$17.2K -688 -7%
AWM
47
Altium Wealth Management
New York
$231K +$230K +9,176 New
KA
48
Klingman & Associates
New York
$223K +$222K +8,865 New
MA
49
Mutual Advisors
Nebraska
$206K +$205K +8,192 New
AF
50
Arrow Financial
New York
$202K +$201K +8,042 New