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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$32.7M +$13.3M +534,792 +71%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21.8M +$1.85M +74,603 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.1M +$793K +31,920 +4%
US Bancorp
4
US Bancorp
Minnesota
$19.9M +$1.88M +75,469 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.1M +$1.79M +72,003 +11%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$17.6M +$1.12M +44,996 +7%
Wells Fargo
7
Wells Fargo
California
$17.2M +$1.12M +45,091 +7%
HWA
8
Heartwood Wealth Advisors
Virginia
$15.7M -$108K -4,342 -0.7%
KCM
9
Kathmere Capital Management
Pennsylvania
$15.6M +$12.6M +505,700 +462%
Morgan Stanley
10
Morgan Stanley
New York
$11.7M +$6.73M +270,936 +142%
HCM
11
Hengehold Capital Management
Ohio
$10.2M -$44.5K -1,793 -0.4%
NA
12
NewEdge Advisors
Louisiana
$9.15M +$4.32M +173,953 +93%
UBS Group
13
UBS Group
Switzerland
$8.94M +$2.1M +84,509 +32%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.69M +$328K +13,183 +4%
CA
15
Crumly & Associates
Illinois
$7.81M +$7.64M +307,357 New
HBT
16
Hills Bank & Trust
Iowa
$7.4M +$3.22M +129,601 +80%
PWM
17
Praetorian Wealth Management
California
$6.07M +$300K +12,079 +5%
CIA
18
Covington Investment Advisors
Pennsylvania
$6.05M +$5.92M +238,110 New
Goldman Sachs
19
Goldman Sachs
New York
$5.07M +$4.96M +199,543 New
LPL Financial
20
LPL Financial
California
$4.13M +$646K +26,017 +19%
GA
21
Gateway Advisory
New Jersey
$3.42M +$1.84M +74,183 +123%
SWM
22
Spire Wealth Management
Virginia
$3.26M -$78.2K -3,148 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$257K +10,328 +9%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$2.79M +$1.63M +65,732 +149%
UCFA
25
United Capital Financial Advisors
Texas
$2.77M -$323K -13,012 -11%