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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
$53.3M +$3.73M +147,979 +8%
Wells Fargo
2
Wells Fargo
California
$24.7M +$5.5M +218,307 +29%
HighTower Advisors
3
HighTower Advisors
Illinois
$24.1M -$1.57M -62,278 -6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.1M +$1.94M +77,171 +9%
CA
5
Clearstead Advisors
Ohio
$22.8M +$689K +27,344 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22M +$178K +7,056 +0.8%
HWA
7
Heartwood Wealth Advisors
Virginia
$19.1M +$10.2K +404 +0.1%
US Bancorp
8
US Bancorp
Minnesota
$19.1M +$1.33M +52,873 +8%
Morgan Stanley
9
Morgan Stanley
New York
$16.4M +$4.08M +161,866 +33%
LPL Financial
10
LPL Financial
California
$10.8M +$440K +17,446 +4%
LIA
11
LBMC Investment Advisors
Tennessee
$10.8M +$1.31M +52,074 +14%
NA
12
NewEdge Advisors
Louisiana
$10.5M +$891K +35,356 +9%
KCM
13
Kathmere Capital Management
Pennsylvania
$10.2M -$3.86M -153,163 -28%
HBT
14
Hills Bank & Trust
Iowa
$10.1M +$1.51M +59,934 +18%
HCM
15
Hengehold Capital Management
Ohio
$10.1M +$309K +12,272 +3%
UBS Group
16
UBS Group
Switzerland
$9.98M -$443K -17,596 -4%
CIA
17
Covington Investment Advisors
Pennsylvania
$8.34M +$112K +4,450 +1%
Lido Advisors
18
Lido Advisors
California
$8.02M +$941K +37,349 +13%
Raymond James Financial
19
Raymond James Financial
Florida
$6.75M -$3.09M -122,617 -32%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.43M +$891K +35,366 +16%
PWM
21
Praetorian Wealth Management
California
$6.2M -$55.9K -2,218 -0.9%
Jane Street
22
Jane Street
New York
$5.61M +$4.4M +174,619 +375%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.12M +$1.09M +43,281 +27%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.1M +$222K +8,812 +5%
HCM
25
Howland Capital Management
Massachusetts
$4.71M +$235K +9,345 +5%