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
Stifel Financial
26
Stifel Financial
Missouri
$3.13M +$820K +32,835 +36%
QFA
27
Quantum Financial Advisors
California
$3.08M +$27.2K +1,090 +0.9%
CTC
28
Central Trust Company
Missouri
$2.84M +$419K +16,782 +17%
CWP
29
Cyndeo Wealth Partners
Florida
$2.72M -$50.3K -2,013 -2%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$2.62M -$15.9K -637 -0.6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.41M +$86K +3,444 +4%
SPIA
32
Steward Partners Investment Advisory
New York
$2.37M -$69.7K -2,792 -3%
UCFA
33
United Capital Financial Advisors
Texas
$2.21M -$148K -5,930 -6%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M +$779K +31,177 +56%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.14M +$127K +5,064 +6%
CA
36
Crumly & Associates
Illinois
$1.92M -$4.09M -163,633 -68%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.9M +$1.17M +46,859 +161%
GT
38
Glenview Trust
Kentucky
$1.85M +$522K +20,896 +39%
EFP
39
Envision Financial Planning
Tennessee
$1.77M +$154K +6,176 +10%
NDSI
40
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M +$125K +4,996 +8%
RJA
41
Raymond James & Associates
Florida
$1.76M +$127K +5,070 +8%
HCM
42
Howland Capital Management
Massachusetts
$1.65M +$950K +38,025 +137%
AM
43
Atwater Malick
Pennsylvania
$1.42M +$220K +8,791 +18%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.4M +$154K +6,183 +12%
Jane Street
45
Jane Street
New York
$1.39M +$144K +5,746 +12%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.35M +$364K +14,580 +37%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.33M -$40.2K -1,609 -3%
SWMG
48
Signature Wealth Management Group
Georgia
$1.26M -$1.3K -52 -0.1%
BSAM
49
Blue Square Asset Management
New York
$1.24M -$44.5K -1,783 -3%
PFM
50
Phillips Financial Management
Indiana
$1.17M +$49.6K +1,984 +4%