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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.08M +$1.59M +58,521 +35%
CIM
2
Confluence Investment Management
Missouri
$5.37M +$115K +4,241 +2%
US Bancorp
3
US Bancorp
Minnesota
$5.06M +$395K +14,511 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.95M +$156K +5,719 +3%
PWM
5
Praetorian Wealth Management
California
$3.43M +$241K +8,847 +7%
Wells Fargo
6
Wells Fargo
California
$2.66M +$156K +5,739 +6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$1.33M +$1.34M +49,090 New
Bank of America
8
Bank of America
North Carolina
$1.32M +$74.4K +2,733 +6%
Jane Street
9
Jane Street
New York
$1.29M +$1.3M +47,682 New
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$32.1K -1,179 -2%
PA
11
Prism Advisors
California
$1.21M – – –
UBS Group
12
UBS Group
Switzerland
$1.13M +$36.3K +1,334 +3%
CA
13
CGN Advisors
Kansas
$897K +$52.9K +1,942 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$896K -$23.6K -868 -3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$776K -$196K -7,195 -20%
AIP
16
Ameritas Investment Partners
Nebraska
$634K +$123K +4,511 +24%
Creative Planning
17
Creative Planning
Kansas
$618K -$3.4K -125 -0.5%
SSB
18
Sandy Spring Bank
Maryland
$549K +$105K +3,860 +23%
LPL Financial
19
LPL Financial
California
$475K +$98K +3,600 +26%
RFC
20
Regions Financial Corp
Alabama
$368K -$1.23K -45 -0.3%
PFM
21
Phillips Financial Management
Indiana
$354K – – –
WI
22
WrapManager Inc
California
$344K -$3.84K -141 -1%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$338K – – –
BPA
24
Beacon Pointe Advisors
California
$331K +$544 +20 +0.2%
Stifel Financial
25
Stifel Financial
Missouri
$331K +$22.9K +842 +7%
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