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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
$49.4M +$4.16M +164,951 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$25.6M +$1.08M +42,861 +4%
CA
3
Clearstead Advisors
Ohio
$22M -$229K -9,061 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.7M -$1.04M -41,024 -5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$21.1M +$277K +10,971 +1%
Wells Fargo
6
Wells Fargo
California
$19.1M -$4.26M -168,707 -18%
HWA
7
Heartwood Wealth Advisors
Virginia
$19M +$1.12M +44,375 +6%
US Bancorp
8
US Bancorp
Minnesota
$17.7M -$323K -12,791 -2%
KCM
9
Kathmere Capital Management
Pennsylvania
$14M -$1.85M -73,417 -12%
Morgan Stanley
10
Morgan Stanley
New York
$12.3M -$1.21M -48,132 -9%
UBS Group
11
UBS Group
Switzerland
$10.4M -$9.31K -369 -0.1%
LPL Financial
12
LPL Financial
California
$10.3M +$4.62M +183,135 +81%
Raymond James Financial
13
Raymond James Financial
Florida
$9.84M -$694K -27,488 -7%
HCM
14
Hengehold Capital Management
Ohio
$9.72M -$763K -30,220 -7%
NA
15
NewEdge Advisors
Louisiana
$9.59M +$274K +10,870 +3%
LIA
16
LBMC Investment Advisors
Tennessee
$9.41M +$1.89M +74,851 +25%
HBT
17
Hills Bank & Trust
Iowa
$8.57M +$46.9K +1,857 +0.6%
CIA
18
Covington Investment Advisors
Pennsylvania
$8.21M +$485K +19,200 +6%
Lido Advisors
19
Lido Advisors
California
$7.05M +$3.45M +136,753 +96%
PWM
20
Praetorian Wealth Management
California
$6.24M +$51K +2,022 +0.8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.52M +$374K +14,801 +7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.86M +$455K +18,022 +10%
HCM
23
Howland Capital Management
Massachusetts
$4.46M +$296K +11,736 +7%
LIM
24
Leavell Investment Management
Alabama
$4.41M +$227K +8,975 +5%
P
25
Paradiem
Louisiana
$4.06M