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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
$34.6M +$2.22M +87,855 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$22.6M +$1.02M +40,212 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.6M +$621K +24,580 +3%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$18.8M +$1.31M +51,688 +7%
Wells Fargo
5
Wells Fargo
California
$18.5M +$1.48M +58,556 +9%
US Bancorp
6
US Bancorp
Minnesota
$17.2M -$2.48M -98,150 -13%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.1M -$788K -31,176 -4%
KCM
8
Kathmere Capital Management
Pennsylvania
$16.8M +$1.35M +53,389 +9%
HWA
9
Heartwood Wealth Advisors
Virginia
$16.7M +$1.14M +44,987 +7%
Morgan Stanley
10
Morgan Stanley
New York
$11.6M +$13.8K +547 +0.1%
Corient Private Wealth
11
Corient Private Wealth
Florida
$11.6M +$11.6M +459,285 New
HCM
12
Hengehold Capital Management
Ohio
$10.2M +$72.6K +2,874 +0.7%
NA
13
NewEdge Advisors
Louisiana
$9.56M +$495K +19,602 +5%
UBS Group
14
UBS Group
Switzerland
$9.37M +$516K +20,434 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.78M +$175K +6,923 +2%
HBT
16
Hills Bank & Trust
Iowa
$7.33M
CIA
17
Covington Investment Advisors
Pennsylvania
$7.14M +$1.15M +45,570 +19%
PWM
18
Praetorian Wealth Management
California
$6.39M +$386K +15,275 +6%
CA
19
Crumly & Associates
Illinois
$6.05M -$1.7M -67,088 -22%
Ameriprise
20
Ameriprise
Minnesota
$5.88M +$5.48M +216,949 +1,296%
LPL Financial
21
LPL Financial
California
$4.87M +$782K +30,949 +19%
P
22
Paradiem
Louisiana
$4.04M +$4.05M +160,410 New
LIA
23
LBMC Investment Advisors
Tennessee
$3.96M +$2.99M +118,481 +306%
GA
24
Gateway Advisory
New Jersey
$3.61M +$222K +8,793 +7%
SWM
25
Spire Wealth Management
Virginia
$3.26M +$8.89K +352 +0.3%