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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
$41.2M +$2.64M +104,603 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M +$585K +23,153 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.4M +$917K +36,288 +4%
Wells Fargo
4
Wells Fargo
California
$21.3M +$1.82M +71,839 +9%
CA
5
Clearstead Advisors
Ohio
$20.6M +$506K +20,018 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.2M +$1.65M +65,463 +9%
HWA
7
Heartwood Wealth Advisors
Virginia
$17.9M +$690K +27,285 +4%
US Bancorp
8
US Bancorp
Minnesota
$17.3M +$426K +16,847 +3%
KCM
9
Kathmere Capital Management
Pennsylvania
$16.2M -$1.46M -57,858 -8%
Morgan Stanley
10
Morgan Stanley
New York
$15.2M -$928K -36,713 -6%
UBS Group
11
UBS Group
Switzerland
$11.8M +$926K +36,651 +9%
HCM
12
Hengehold Capital Management
Ohio
$10.5M +$79.8K +3,159 +0.8%
Corient Private Wealth
13
Corient Private Wealth
Florida
$10.2M -$410K -16,206 -4%
NA
14
NewEdge Advisors
Louisiana
$9.43M +$297K +11,742 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.32M +$74.5K +2,948 +0.8%
HBT
16
Hills Bank & Trust
Iowa
$8.28M +$709K +28,049 +9%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.29M +$39.8K +1,575 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$7.2M +$1M +39,618 +16%
LIA
19
LBMC Investment Advisors
Tennessee
$6.97M +$1.79M +70,688 +35%
PWM
20
Praetorian Wealth Management
California
$6.31M +$32.5K +1,286 +0.5%
LPL Financial
21
LPL Financial
California
$5.49M +$122K +4,834 +2%
HCM
22
Howland Capital Management
Massachusetts
$4.08M +$2.39M +94,539 +144%
P
23
Paradiem
Louisiana
$4.08M
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.75M +$304K +12,029 +9%
CTC
25
Central Trust Company
Missouri
$3.37M +$474K +18,748 +17%