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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
$45M +$4.34M +171,553 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$24.4M +$4.42M +174,699 +22%
Wells Fargo
3
Wells Fargo
California
$23.2M +$2.21M +87,459 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.6M +$559K +22,113 +3%
CA
5
Clearstead Advisors
Ohio
$22.1M +$1.76M +69,453 +9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$20.7M -$3.41M -134,898 -14%
US Bancorp
7
US Bancorp
Minnesota
$17.9M +$788K +31,185 +5%
HWA
8
Heartwood Wealth Advisors
Virginia
$17.8M +$135K +5,344 +0.8%
KCM
9
Kathmere Capital Management
Pennsylvania
$15.8M -$195K -7,712 -1%
Morgan Stanley
10
Morgan Stanley
New York
$13.4M -$1.56M -61,533 -10%
Raymond James Financial
11
Raymond James Financial
Florida
$10.5M +$10.5M +416,559 New
HCM
12
Hengehold Capital Management
Ohio
$10.4M +$84K +3,324 +0.8%
UBS Group
13
UBS Group
Switzerland
$10.3M -$1.32M -52,101 -11%
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.52M -$521K -20,591 -5%
NA
15
NewEdge Advisors
Louisiana
$9.27M -$45.5K -1,800 -0.5%
HBT
16
Hills Bank & Trust
Iowa
$8.48M +$304K +12,015 +4%
Ameriprise
17
Ameriprise
Minnesota
$7.96M +$853K +33,756 +12%
CIA
18
Covington Investment Advisors
Pennsylvania
$7.68M +$484K +19,150 +7%
LIA
19
LBMC Investment Advisors
Tennessee
$7.47M +$590K +23,328 +9%
PWM
20
Praetorian Wealth Management
California
$6.15M -$83.3K -3,296 -1%
LPL Financial
21
LPL Financial
California
$5.65M +$228K +9,013 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.12M +$1.42M +56,027 +38%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.38M +$1.58M +62,462 +56%
LIM
24
Leavell Investment Management
Alabama
$4.16M +$2.72M +107,750 +186%
HCM
25
Howland Capital Management
Massachusetts
$4.14M +$113K +4,450 +3%