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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$4.67M -$67.4K -2,486 -1%
US Bancorp
2
US Bancorp
Minnesota
$3.87M -$644K -23,746 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.27M +$700K +25,799 +28%
Wells Fargo
4
Wells Fargo
California
$2.55M +$270K +9,955 +12%
Morgan Stanley
5
Morgan Stanley
New York
$2.42M +$1.03M +37,853 +75%
PWM
6
Praetorian Wealth Management
California
$1.83M +$363K +13,398 +25%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M +$231K +8,527 +23%
PA
8
Prism Advisors
California
$1.19M +$226K +8,331 +24%
Jane Street
9
Jane Street
New York
$1.19M +$265K +9,764 +29%
Bank of America
10
Bank of America
North Carolina
$1.13M -$89K -3,281 -7%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$691K +$29.1K +1,071 +4%
CA
12
CGN Advisors
Kansas
$645K +$640K +23,603 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$591K +$22.7K +837 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$590K +$586K +21,609 New
UBS Group
15
UBS Group
Switzerland
$568K +$104K +3,840 +23%
SSB
16
Sandy Spring Bank
Maryland
$469K +$164K +6,050 +54%
WI
17
WrapManager Inc
California
$359K +$357K +13,154 New
Mariner
18
Mariner
Kansas
$358K – – –
BPA
19
Beacon Pointe Advisors
California
$333K +$6.05K +223 +2%
RFC
20
Regions Financial Corp
Alabama
$332K +$14.3K +527 +5%
PWS
21
Peloton Wealth Strategists
Indiana
$328K – – –
RJA
22
Raymond James & Associates
Florida
$234K -$1.68K -62 -0.7%
Citadel Advisors
23
Citadel Advisors
Florida
$214K +$212K +7,818 New
Stifel Financial
24
Stifel Financial
Missouri
$213K +$212K +7,803 New
AIP
25
Ameritas Investment Partners
Nebraska
$206K +$65.5K +2,415 +47%
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